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How do I create a creditor in WinBranch

Step 1: Click creditors from the system main menu 

Step 2: Click on Maintenance to open. 

Step 3: This will open the Select a Creditor Screen shown below.

Step 4: Click the New button from the Select a Creditor Screen.This will open the Creditors Maintenance Screen shown below:

Step 5: Type the New Creditor’s Account Number. (Can be alpha numerical)

Step 6: Type the Name of the Creditor.

Step 7: Type the Creditor’s Contact Details.

Step 8: Click Settings Tab to continue.

Step 9: Click the Settings Tab to open the setting section shown below:

Step 10: Type the Creditor Payment Limit Amount (optional).

Step 11: Select terms of payment from the dropdown list.

Step 12: Click Save to complete the process.

Step 13: Export to tills.

Step 14: Sign Off/On the POS, the newly Debtor is now added and ready to be used.

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