Master Files
Customers & suppliers
Creating partner records, setting credit terms, and managing contact details.
4 min read
Customers and suppliers (collectively called 'partners' or 'business partners') are the people and companies you transact with. You can create them on the fly when raising a document, or set them up in advance under Sales → Customers or Purchasing → Suppliers.
Important fields
- Payment terms — default credit days applied to every new invoice or bill for this partner.
- Credit limit — MSME Link warns when a sales invoice would push a customer over their limit.
- Tax number — printed on invoices where required by local regulations.
- Currency — if the partner transacts in a foreign currency, set it here for automatic conversion.
Partner ledger
Every partner has a sub-ledger that tracks all invoices, receipts, credits, and outstanding balances. Access it from the partner detail page to see the full transaction history and current balance.