How do I create a new transaction for a contact?

You can create transactions for a contact by following these steps.

  • After creating the contact, click on New Transaction under the Contact Details Page to start a new transaction.
  • Select from the list of options provided under the drop down and proceed with the transaction.

Invoice representing an opening debit balance

P.S: The list of transactions available will vary according to the contact type i.e Customer or Vendor.

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