Process debtor in RetailVista

When you encounter a customer in RetailVista without a debtor, ask Barbara from the finance department to create a debtor.

Barbara will send you an email back with a debtor number. You will process this internally in RetailVista.

In RetailVista, go to start > relationships > debtor maintenance and click on the plus sign for a new debtor.
You have received the debtor number from Barbara. Your Return Code is the same.
Fill in all known information.
An Irish customer is VAT exempt. VAT number and VIES name are always mandatory here. That's why I have also taken these as an example.

Fill in the billing frequency and payment condition on the "Invoice" tab.

Fill in the digital invoice and email address on the "Digital" tab.

If you have received a direct debit form from the customer, also fill in the "Accounting" and "Direct Debit" tabs.
Once you have saved the debtor, go to start > relationships > relationship maintenance
Find your relationship and add the created debtor.