A customer is a ledger. Give it a name, a PAN or the choice "None", an area and agent if you use them, and the credit terms that sales will be checked against.
Open Customer (menu Chart of Accounts › Customer). The list shows each customer with its PAN, mobile, agent, area, credit limit and balance. Opening a customer shows Customer - name with its quotations, orders, delivery notes, invoices, returns and transactions, and a Due status tab that lists what it owes invoice by invoice (see A customer's statement and balance).
A customer is a ledger under Sundry debtors. Customers made while selling (the + beside the customer field on an invoice) are the same thing.
Create a customer
1
Open Customer and choose Add
Who
Accountant, or a sales clerk with permission
Where
Customer > Add (the form is Add customer ledger)
What changes
The form has sections: Basic information, Business information, Credit settings, Opening information and Ledger accessibility.
2
Fill Basic information
Who
Accountant
What changes
The name, the customer group and customer type, Also a supplier if the same party also sells to you, and Cash selling customer if it always pays at once.
3
Choose the PAN type and enter the PAN
What changes
Choose PAN or VAT and enter the 9 digits, or choose NONE for a customer that has no PAN. The PAN is required unless the type is NONE.
Needs
Exactly 9 digits. A second customer cannot reuse a PAN.
4
Add Business information
What changes
Contact person, Area, Project/Business Unit, country, city, address, telephone, email and mobile. If your company made Area, City and Address required, they must be filled.
5
Set Credit settings
What changes
Amount limit, Amount limit actions, Day limit, Day limit actions and Interest rate. See Credit limit and credit days on sales screens. For a Cash selling customer these are switched off.
6
Add the Opening information if the customer already owes you
