Customer & Supplier Ledger

Viewing Customer or Supplier Ledger in Zuriey POS

To access the ledger for a customer or supplier, follow these steps:

1. Navigate to Contacts: Go to Contacts -> Supplier/Customer.
2. Access the Ledger: Click on the Actions button next to the desired customer or supplier. Here, you will find the option to view their ledger.
3. Filter Transactions: You can select a date range and use checkbox filters to show or hide specific transaction types as needed.

Adding a Discount for Customer/Supplier on Balance Due

You can apply a discount to the balance due for a customer or supplier directly from their ledger:

1. Click the Add Discount Button: On the customer or supplier ledger screen, locate and click the Add Discount button.
2. Enter Discount Details: A popup will appear where you can enter the necessary discount details. After filling in the information, click Save.
3. Ledger Update: The discounted amount will be recorded in their ledger.

Important Notes

• Note 1: Only admins have the authority to add discounts; other users cannot perform this action.
• Note 2: The Ledger Discount is distinct from Sale Discounts. Discounts applied in the ledger do not affect sale discounts because invoice details are not associated with ledger discounts. Therefore, it is not possible to trace which invoice a ledger discount pertains to.

By following these instructions, you can effectively manage customer and supplier ledgers and apply discounts as needed within Zuriey POS.