Open the customer module from the left navigation panel.
Click on the first tab for individual customers.
Click on the blue button stating “Create New Individual”
A pop up will appear and go to the last tab from top stating “Billing Info”.
1. Here you have to define Credit Period of customer that how much long the credit account can be hold.
2. You have to select the limit for customer credit in the Credit Limit.
3. If customer is a tax payment then you can add the customer Tax Return Number in TRN.
4. If the Customer is tax exempted then select the option and tax will not be applied on that individual.
5. At last you can enter the Credit or Debit card information for that specific customer.