Creating a new customer contact in Ledgers is super easy! Just follow these simple steps:
Note: Please ensure all Business settings, such as creating the first default branch, are completed before proceeding with customer creation.
Hover on the Contacts tab: This is the first tab in the upper left corner. 4
Click on Customers: This will show you a list of all existing customers.
Click on the green "Add Customer" button: You'll see this button at the top right.
Fill in the customer details: A pop-up will appear where you can enter all the details like customer name, entity type, mobile number, email, GSTIN, and more.
If you enter the customer's GSTIN, their details will be automatically fetched from the government portal.
Enter additional details: You can further add the customer's bank account details, tax information, TDS details (if applicable), RCM applicability, and other information by navigating to the Banking & Taxes tab in the same pop-up.
Click Save ( Top right corner).
And that's it! Your new customer contact will be created and saved in LEDGERS.
If you have any questions or need further assistance, feel free to reach out.
Happy accounting!