Customer
An individual or organization that purchases goods or services from the company and may have receivables or transactions recorded in the system.
From here you can see all the customer’s lists with details. Such as:
Code: Unique code assigned to the customer.
Name: The customer’s name.
Status: Indicates whether the customer is active or inactive.
Actions: From here you can perform multiple actions.
Ledger: If you want to see the ledger related to the customer just click on the button.
Search: You can find out any specific customer from the list using the search functionality.
Hide & Show: You can hide and show the columns from here.
Add New Voucher Receive: If you want to add a new voucher receive the just click on add new button and follow the below steps:
Date: Set the date for creating the receivable voucher.
Partner Account: Select the partner account for the voucher.
Credit Amount: Enter the credit amount of the voucher.
Select Project: Choose the project related to the voucher.
Advance Payment: Indicate if it is an advance payment (Yes/No).
Invoice Payment: Select the type of invoice (Contract Invoice or Service Work Invoice).
Narration: Add any notes or description.
Debit Account: Select the debit account.
Cash Flow Account: Choose the cash flow account.
Amount: Set the receivable amount.
Save: Click to create the receivable voucher.
