How to Add Other Tenant or Debtor for Billing in i-Account

How to Add Other Tenant or Debtor for Billing in i-Account

Introduction

During i-Account setup, unit owner data is usually imported from i-Neighbour > Community > Manage Unit. The imported owners are created as customers/debtors and can be managed at Accounting > Sales > Maintenance > Customer.


For other debtors besides owners (e.g. shop tenants, vendors, visitors), Admins can choose to add the debtors directly into the accounting system for billing purposes.


For instance, customers/debtors do not need to be added in i-Neighbour if they do not require access for visitor management or related functions.

 

Add New Customer

1. Go to Accounting > Sales > Maintenance > Customers.

 


2. At the Customer dropdown menu at the top, choose “New customer”.



3. Next, fill in the details in the empty new customer form.  Key in the Customer Name, Account Code and Unit No to create a new customer account.

-              Customer Name, Account Code and Unit No are compulsory fields. Others are optional.

-              If you have additional information, you can enter it in the other designated boxes.

 

Note: Account Code

  1. Is compulsory; must be unique; supports alphanumeric format.
  2. Used to identify each individual debtor/party.
  3. Allowed to add multiple account codes under the same Unit No

 

 

4. Click the “Add New Customer” button at the bottom to create the new customer in the system.

 


5. A success message will be displayed. The newly added customer will be displayed in the Customer menu.


6. To issue an invoice for this new customer/debtor, go to Accounting > Sales > Transactions > Invoice. Refer to the guide below for more details:

https://support.timeteccloud.com/portal/en/kb/articles/how-to-issue-direct-invoice


Note: If some of the screenshots or steps viewed here are different from the ones in the current system, this is due to our continuous effort to improve our system from time to time. Please notify us at info@timeteccloud.com, we will update it as soon as possible.

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