Customer List

Customer List:

Enter Customer List screen is used to create the list of all customers of the company or organization. Also, this screen helps to know the complete details of the customer. 

How to create a New Customer?

Go to Customer---->Customer List---->Create new

Enter all required details of the customer and the contact person details as shown in the screenshot below.

Apart from the mandatory information required to create the customer, there is a section "Credit Limit" where you can set up information regarding how much credit limit is being allowed for this customer  and other settings regarding the Credit limit 

Credit Limit allows you to specify an amount that is allowed as ‘Credit’ for that customer beyond which you are not allowed to create any more Sales Orders.

Skip Credit Limit for Quote & SO is a condition where you could choose to skip the ‘Credit limit’ defined, from ‘Quotation’ and ‘Sales order’ and account only the ‘Invoice’.

Max Invoice Amount allows to specify the maximum amount any particular invoice for the customer can be raised.

Max No. of unpaid Invoices allow to specify the number of unpaid invoices that could be billed beyond which invoices cannot be raised for the customer. The customer has to clear the payment of any unpaid invoice and then a new invoice could be created.

Once all the mandatory information is added, Click on the ADD button and the new customer will get created.