How to create a journal entry for customer or vendor

Use this guide to create a manual journal entry for a customer or vendor in Raad ERP.

Go to: Accounting > Journal Entries > Add Manual Entry

Step 1: Open Journal Entry Screen

From the left-side navigation bar, click Accounting. Select Journal Entries. Click Add Manual Entry.

Step 2: Enter Basic Details

Select the Date. Select the Store. Enter Description (mandatory).

Step 3: Select Party (Customer / Vendor)

In the account entry section, choose Customer or Vendor. Select the required customer or vendor from the list.

Step 4: Enter Debit Amount

Enter the Debit amount for the selected customer or vendor.

Step 5: Select Opposite Account

In the next line, select the corresponding account. Example: Cash, Bank, or General Account.

Step 6: Enter Credit Amount

Enter the Credit amount. Debit and Credit values must be equal.

Step 7: Save Journal Entry

Review all entered details. Click Save to record the journal entry.

After saving, the journal entry will be reflected in ledger accounts and reports.