Default Customer
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In this tutorial, we will explore the Default Customer feature—a convenient tool that allows you to predefine a customer account for quick selection during cash transactions in billing.
Open the Sales Voucher Configuration.
Select the relevant Billing Series.
Click on “Other Setting 1”.
Click on the “Other Settings” button.
Locate the option labeled: “Default Customer”.
Use this option to select a predefined customer account.
This helps you automatically populate customer details during cash transactions, eliminating the need for manual selection.
After selecting the default customer, click Save to apply the changes.
Begin a new billing transaction.
Select the payment mode as Cash.
The software will:
Automatically populate the customer's name as per the default customer configured earlier.
This feature streamlines the billing process, especially for frequent cash transactions, and helps reduce manual entry errors.
