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Set Up Party Account in Tally e-Billing

Create customer and supplier accounts to maintain party details, including PAN/VAT information, contact details, credit periods, and opening balances. Let’s see how to create a customer account.

1. From Gateway > click Chart of Accounts > click Accounting Masters > and then click Accounts.
2. In the Account screen, click Create.
3. In the Create Ledger screen, enter the Basic Details.
   
   
   1. Enter the Name of the customer and Alias, if any.
   2. For Group, select Sundry Debtors (Customers).
   3. PAN/VAT: Enter the 9-digit PAN/VAT number.
4. Enable and update Contact Details.
   
   
   1. Mailing Name is automatically filled on the customer’s Name and can be edited if required.
   2. Enter the Address, Country, and Province.
5. Enable and update Additional Details.
   
   
   1. Enter the Contact Person name, Mobile, and E-mail.
   2. Enter the Credit Period (Days), if applicable.
   3. Enter the Opening Balance and select the as on date of the balance.
6. Click Save.

Similarly, you can create supplier account under Sundry Creditors.