Add Customer

• The contact module is used to save the contact of the customer as well the vendor of the company.

• The contact of the customer includes all the information of the customer which includes basic info, address of the company, bank details, TDS, etc.

Fields

• Primary Name : In this field, the actual name of the customer is written.

• Contact Name : In this field, the contact name means the name of the company or the customer is written.

• Contact Display Name : In this field, the contact name means the name of the company or the person whichever you want to see in the display of the contact. The name which the company will write in the contact name will be written over here also.

• Payment Terms : In this field, payment terms or how much due the customer is allowed for the payment can be decided from here.

• GST Treatment : In this field, the company will write or select in which category the customer will fall of the GST.

• GST Number : In this field, the company will write the GST number of their customer.

• Address : In this field, the address of the customer is written and in that address the invoices of the customer will be sent. If the billing and address and shipping address is same company can just click on the copy.

• Bank Details : In this field, the bank details of the customer will be written which includes branch name, bank name, IFSC code and Account No.

• TDS : In this field, it is selected that whether to apply TDS on customer or not.

• The features provided to the company are Print, Download PDF and mail.

• Once the transaction has been done in that customer then the customer cannot be deleted.

• By double clicking the company can see all the transaction of the customer done till now as well as you can also know the invoices pending for the payment.