Customers

A walk-in cash sale does not need a customer. Khata, quotes, and invoices do.

Add a customer

1. Open Customers and add one.
2. Enter the company or shop name, contact person, and phone. Those are required. Email and address are optional.
3. On the account tab set Group, Payment Terms (Due on Receipt, Net 7, Net 15, Net 30, and the longer nets), Tax ID, Tax Exempt if they are not charged tax, and a default Discount percent if they always get one.
4. Set Initial Balance if they already owe you, or you owe them, from before InvUltra.
5. Save.

Taking money against that balance is Customer payments. Putting them in a group is Customer groups.

Next: Customer groups.