In this guide, we will show you how to create a Customer Reference Book within the Finance Module. This feature is optional and you can opt to manually enter a Customer Reference of your choice when adding a Customer.
Access: The minimum permissions required to create a Customer Reference Book are found in the Finance Module of Config>Setup>Roles & Permissions.
![](https://d3kchveacp7yrb.cloudfront.net/2023/01/Q7yKBDc5-Roles-and-permissions-books-1878x1024.png)
Pre-requisites: None
Related Guides:
To begin, go to Module>Finance>Books.
![](https://d3kchveacp7yrb.cloudfront.net/2023/01/OFRXYBxA-Menu-Books.png)
Click on the Select Book Types dropdown.
![](https://d3kchveacp7yrb.cloudfront.net/2023/01/bgdX4qqK-Select-book-type-2000x760.png)
Select Customer Reference Books and click +New.
![](https://d3kchveacp7yrb.cloudfront.net/2023/01/Customer-Reference-Book-2000x628.png)
Enter the details of the Customer Reference Book as per your requirements and click Save.
![](https://d3kchveacp7yrb.cloudfront.net/2023/01/Customer-Reference-Book-Details.png)
The Customer Reference Book has now been added and is available to use.