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  2. Finance
  3. How to Create a Customer Reference Book

How to Create a Customer Reference Book

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.

Pre-requisites: None

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To begin, go to Module>Finance>Books.

Click on the Select Book Types dropdown.

Select Customer Reference Books and click +New.

Enter the details of the Customer Reference Book as per your requirements and click Save.

The Customer Reference Book has now been added and is available to use.

Updated on January 23, 2023

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