How to create a debtor

When creating a new sales order or converting a sales quote to an order, your relation in MKG must be a debtor. The information needed to create the debtor includes the Chamber of Commerce number, IBAN, and VAT number. Follow the steps below to create a debtor.

Step 1: Create a debtor

When you open the table, you will be taken to the module homepage. To create a debtor, click on New under 'Actions'.

Step 2: Select the relation

Select the relation in the 'Relation' field. If the correct relation is not available for selection, you need to create a relation first.

Step 3: Enter the Chamber of Commerce number

It is legally required to include the Chamber of Commerce number on quotes, orders, invoices, and business letters and e-mails. Enter the 8-digit Chamber of Commerce number of the relation in the 'General' tab in the Chamber of Commerce no. field.

Step 4: Enter the financial details

Go to the 'Financial' tab. Expand the 'VAT' section if necessary and enter the VAT number of the contact in the VAT no. field. Then expand the 'Banks' section and enter the bank details, such as the Description, IBAN, BIC, and Location of the bank.

Step 5: Create the debtor

Click Save. The debtor is created. Navigate to the Relation and click Refresh. The label on the 'Sales' tab will now show a 'yes' and the Relation Card (8000) report will display the debtor details. You can now create sales orders and invoices for this relation.