Create a New Sales Ledger Account

Modified on Mon, 16 Oct 2023 at 02:09 PM

To create a Sales Ledger account go to the Navigator Main Menu and select Accounts. In the drop-down menu that appears select Sales Ledger. A window similar to the below will then display:

 

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Select the New button next to the Account No field. The window will look similar to the below:

 

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Fill in the following information on the Details tab:

 

Name - this the name of the account

House No/Name - Enter the house name or house number of the account

Address - this field will populate automatically if you enter the postcode first. Please note, if you enter the postcode afterward's, it will override what has been entered into the address field

Postcode - enter the postcode

Non-UK - if this option is ticked the address and postcode field become free text

Telephone - enter the accounts telephone number

Facsimile - enter the accounts fax number

Email - enter the accounts email address

Send Statements by Email - tick this option if you would like the account to automatically be sent their statement via email during the Statement run. For more information regarding Statements please click here

DDI - Direct Dial Inwards

Mobile - enter the accounts mobile number

Maintenance Authority - enter the maintenance authority

Contact - enter the name of the main contact for the account

 

On completion of the details tab, select the Terms tab. The following window will display:

 

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Fill in the following information on the Terms tab:

 

Status - Select the status of the account

Credit Limit - enter the credit limit for the account if there is one to be set

Limited Credit Account - select whether it is a cash or credit account

Account Type - select the required account type. If internal is selected, the below additional fields with appear:

 

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 Clear to Nominal - if a nominal code is selected then any invoices to this account will automatically clear to this account

 Authorised By - transactions cannot be cleared until the person assigned to authorised by has confirmed

 Please note, if a Clear to Nominal and Authorised by is setup then the invoices will not automatically clear

 

Payments Terms - select the required payment terms

Auto Stop (days) - select the number of auto-stop days. If an invoice has not been paid after the number of days set for auto stop then the status of the account will change to Suspended (auto) and will not let invoices be raised against the Sales Ledger account

Send Statement - select Yes if you want to send the sales ledger account statements. If email is selected on the details tab, then the statement will be sent via email. If email is not selected, then the statement will print

Copy Invoices with - if yes is selected, when doing the statement run, the invoices due on the account will also print

Nominal Category - enter a nominal category

Consolidated Monthly Parts invoicing? - tick this if you want to consolidate all parts invoices into one

Zero Rate for VAT purposes (not for Internal or Export) -  tick this option if these accounts need to be zero-rated for VAT

 

On completion, select Save.

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