In the Account module, you can add your Customer (Sundry Debtors) to Munim.
After doing this you are able to manage all transactions regarding this account.
Create Customer(Sundry Debtors) Account:
- Go to the Masters and then the Account module in the left sidebar.
- Click on the Create Account button or press Alt+N key
- Select the Sundry Debtors on the Under group account drop-down list.
Field Information for Customer(Sundry Debtors) ledger:
| Field | Description | Note |
|---|---|---|
| Under group | Here select the Sundry Debtors ledger. | |
| Registration Type | Select your customer’s GST registration type here. | GST number auto-fills the data. |
| GSTIN/UIN | Here enter the GSTIN / UIN number of your customer. If you enter a valid GSTIN number, the data from the field of Registration type, Ledger name, PAN / IT number, and Mailing details (Name, Address, Country, Pincode, State, City) will be automated. | Mandatory for Regular & Composition types. |
| Party type | Here select your customer’s party type. | |
| Legal Name | Here write legal name. | |
| Account name | Here write your customer account name. | GST number auto-fills the data. |
| Short name | Here write your customer’s short name. | |
| Here write your customer’s email address. | ||
| Mobile no | Here write your customer’s mobile number. | |
| PAN/IT no | Here write your customer’s pan number. | |
| Default credit period(days) | Here write your customer’s credit period. | |
| Mode | Here select the payment mode. | Here by default set payment mode is the cheque. |
| Address1 | Here write your customer address 1 | GST number auto-fills the data. |
| Address 2 | Here write your customer address 2 | GST number auto-fills the data. |
| Country | Here select your customer country. | GST number auto-fills the data. |
| Pincode | Here write your customer Pincode. | GST number auto-fills the data. |
| State | Here select your customer state. | GST number auto-fills the data. |
| City | Here select your customer city. | GST number auto-fills the data. |
| Custom Field | User can define fields as per their requirement and view on the sales invoice For example in the medical industry, there is a Drug license multiple numbers requirement, so users can able to manage it | |
| Label | Here write a custom field label. | |
| Value | Here write a custom field value. | |
| Yes/No show in print | If the radio button is “Yes” then this custom field is shown on the sales invoice print. | |
| Opening Balance | Here write the opening balance for this customer. | |
| Is Active? | Here if you select “Yes” then this account is shown in all modules and if you select “No” then this account is not shown in all modules. |
Statutory information: If you select Yes then you are able to manage TDS and TCS transactions.
| Field | Description | Note |
|---|---|---|
| Is TDS deductible? | If you select Yes then you are able to manage TDS transactions for this ledger. | |
| If you select No then you are not able to manage TDS transactions for this ledger. | ||
| Deductee type | Here select the Deductee type for this ledger. | |
| Deduct TDS in same voucher? | If you select Yes then the TDS value is paid with the same voucher. | |
| If you select No then the TDS value is not paid with the same voucher. | ||
| Is TCS applicable? | If you select Yes then you are able to manage TCS transactions for this ledger. | |
| Buyer/Lessee type | Here select the Buyer/Lessee type for this ledger. |
Provide bank details: If you select Yes then you are able to add your customer’s bank details.
| Field | Description | Note |
|---|---|---|
| Account-holders name | Here write your ledger account holder’s name | Mandatory field |
| A/C no. | Here write your customer Bank A/C no. | Mandatory field |
| IFSC code | Here write your customer Bank IFSC code. | Mandatory field |
| Bank name | Here select your customer Bank name. | Mandatory field |
+−⟲
| Field | Description | Note |
|---|---|---|
| Limit set based on No. of Due invoice | User can define limit based on number of due invoices, e.g, suppose here you set 0 (zero) means no limit for due invoice. | |
| Limit set based on outstanding amount | User can define limit based on outstanding amount, e.g, suppose here you set 0 (zero) means no limit for outstanding amount. | |
| Allow with warning | Suppose, user want to notify warning and want to allow to create invoice, can choose this option. | |
| Restrict with warning | Suppose, user want to notify warning and do not want to allow to create invoice, can choose this option. |
