StepsA new debtor record automatically creates a corresponding Contact record with the information from the header and address sections of the customer record. The Contact record can be opened by clicking on the button bottom right hand corner.
Steps
| 1. | Debtors
 Maintenance and create a new record |
| 2. | Type in the account number or leave it blank if you want to use automatic numbering controlled by System Numbers > DebtorNo |
| 3. | Type in account name and contact numbers. Select classification, groups and staff member details. Enter in debtor contacts |
| 4. | Add financial details like the period type, discount terms and banking details. Change the ledger account settings if necessary |
| 5. | Enter in mailing and delivery address details - make sure you set a Default address if entering in more than one |
| 6. | Enter the Credit details and terms |
| 7. | Create budgets and establish Head Office / Branch Office linkings |
| 8. | Save changes |
Refer to Defining Debtors Maintenance for additional detail on the relevant tabs and fields.
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