Creating a New Customer in Debtor Ledger : Systime Support

Creating a New Customer in Debtor Ledger Print

Modified on: Fri, 16 Jun, 2023 at 9:16 AM

This can be done from Sales Ledger / Add modify customer

Click on the Create button to create a new customer.

The user will need to first create the company record in marketing

Select CRM-company.

Search whether the customer record already exists in the database - click on the Company search ellipsis button.

Type the Company name in the Word search box.

The Create button is activated giving the user the option to create a new Company record.

Enter the relevant details and click on the Save button.

Select Link-record; this will transfer information from the Marketing record to the Debtor account.

Complete relevant information, such as:

Account type

Control account

Category code

Discount code

Analysis code

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Creating a New Customer in Debtor Ledger Print