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Jiwa Training Centre

Debtor Maintenance - Customer Account Setup


Overview

Debtor Maintenance is used to create and maintain customer account records in Jiwa. This section covers the key information required when setting up a customer, including account details, contact information, trading terms, credit settings, delivery details, and pricing-related information.

We look at how debtor records are structured and maintained so that customer information can be used accurately across sales orders, invoicing, payments, statements, credit control, and reporting. We also cover related setup areas that support customer account management, such as classifications, delivery addresses, contacts, notes, and account options.

This section is intended to help users understand how to correctly create and maintain debtor records so that customer accounts are accurate, consistent, and ready to support the sales and accounts receivable processes in Jiwa.

What’s covered in this section