Creating a New Credit Book Holding Account

Creating a New Credit Book Holding Account

Creating a New Credit Book Holding Account

Step 1:
Navigate to Vouchers and select Credit Book Vouchers -> Holding Accounts -> then click Add

Step 2:
The voucher creation screen will open. In (1) you can input customer details to tie a specific voucher to a customer account, (2) You can input a starting balance and adjust the validity dates if needed, (3) Any required notes to include with the holding account, (4) To specify a custom name for the holding account you'll need to select "Specify" then input the desired holding account name, (5) select add to finalize the creation.

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