✅ How to Create a Sundry Debtors 

Creating a Sundry Debtors/ Customer Name

Use this procedure to create a Customer Account for tracking sales and receivables.

👤 Customer Profile

• Name: Pankaj Joshi

• Address: Jayanagar, Gulbarga – 585101, Karnataka

• Type: Consumer / Unregistered (Example)

🪜 Step-by-Step Procedure

1. Navigation

• From Gateway of Tally, go to Create > Ledger.

• Shortcut: Press Alt + G (Go To) → Create Master → Ledger.

2. Basic Configuration

• Name: Pankaj Joshi

• Under (Group): Select Sundry Debtors.

  Note: Sundry Debtors are classified as “Current Assets” because they represent money coming into your business.

3. Bill-by-Bill Details

• Maintain balances bill-by-bill: Set to Yes.

  • This allows you to track exactly which invoice Mr. Joshi is paying for when he sends a check or transfer.

4. Mailing Details

Enter the customer’s contact information:

• Address: Jayanagar, Gulbarga

• State: Karnataka

• PIN Code: 585101

5. Tax (GST) Details

Depending on the customer’s business status:

• Registration Type: Select Unregistered/Consumer (if he is an individual) or Regular (if he has a GST number).

• GSTIN/UIN: Leave blank if unregistered, or enter the 15-digit code if applicable.

6. Opening Balance

• Leave as ₹0.00 for new customers.

• Only enter an amount if the customer already owes you money from a previous accounting period.

7. Finalize and Save

• Press Ctrl + A to Accept and save the ledger.

💡 Expert Tips for Debtors

• Credit Limits: If you want to prevent selling more than a certain amount to a customer on credit, you can enable Credit Limits in F11 (Features). This prevents “bad debt” by stopping invoices if they exceed their limit.

• Contact Details: Press F12 (Configure) while on the ledger screen to enable “Provide Contact Details.” This lets you save the customer’s phone number and email for sending digital invoices.