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Please complete the steps from Chapter 3.1 before reading this page.

Info

To gain a complete understanding of all the functionalities in the Customer Maintenance Applet, refer to the Applets Documentation - Customer Maintenance Applet. This section will specifically highlight the components crucial for the E-Invoice module..

As part of the E-Invoice module, the Customer Maintenance Applet plays a critical role in efficiently managing customer information and interactions. This applet is essential for handling customer-related tasks, thereby enhancing overall efficiency in financial operations.

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3.2 Access the Customer Maintenance Applet

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3.2.1 Customer Listing

The Customer Listing page offers a comprehensive way for users to manage customer data efficiently.

From this page, users can:

  • Create new customer entries

  • Update existing customer data

3.2.2 Create Customer

To create a new customer

  1. Navigate to the customer listing page and click the '+' button to start creating a new customer.

  2. Enter customer details on the Main Tab by inputting the customer name. The customer code will either auto-generate or can be manually entered based on your preference.

  3. Add an address in the Address Tab, and designate it as the default e-invoice address if needed.

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More details on the fields in the Main Tab are explained in the Customer Maintenance Applet

Info

Some fields in the main tab will be auto-filled in the e-invoice tab.