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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 Account 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.
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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. |
Set/alter Statutory information: If you select Yes, then you are able to manage TDS and TCS transactions.
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| Field | Description |
|---|---|
| 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. |
| Existing Turnover | Here you can add the existing turnover with this customer. |
| 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 & Set Credit Limit:
- If the “Provide Bank Details?” option is selected as “Yes“, you will be able to input your customer’s bank details.
- If the “Enable Credit Limit?” option is selected as “Yes“, you will be able to set limits based on the number of due invoices or outstanding amounts for the customer.
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| 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’s 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 | Users can set a limit based on the number of outstanding invoices. e.g., setting the value to 1 (one) indicates only one outstanding invoice allowed. | |
| Limit set based on outstanding amount | Users can set a limit based on the outstanding amount; e.g., setting the value to 1 (one) indicates that this amount of outstanding is allowed. | |
| Allow with warning | If the user desires to issue a warning notification while still permitting invoice creation, this option should be selected. | |
| Restrict with warning | If the user intends to issue a warning notification and prevent invoice creation, this option should be selected. |
