Customer Setup Guide
Learn how to add and manage customers (debtors) in LedgerX with correct GST, credit control, and billing details.
Navigate to Customer Module
From the bottom or side menu, open the Customer section and click Add New Customer.
Fill General Details
Enter the basic identity and GST-related information of the customer.
- Customer GSTIN (if available)
- GST Category *
- Customer Legal Name *
- Customer Ledger Name *
- Place of Supply
Configure Credit & Contact Details
Define payment terms and communication details for the customer.
- Credit Limit Amount
- Credit Period (Days)
- Email Address
- Mobile & WhatsApp Number
Add Billing Address
Billing address is required for GST invoices and statutory compliance.
- Country, State & District
- City & Pincode
- Door No, Building & Road Name
Set Shipping Address (Optional)
If delivery address is different from billing, enter shipping details.
Save Customer
Review all details carefully and click Save to create the customer ledger.