> For the complete documentation index, see [llms.txt](https://local.docs.ssaudit.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://local.docs.ssaudit.com/english-1/account-receivable-module/set-up-section.md).

# 3.1 Set up section

### Customer Maintenance

**When to use:** To register and manage information for entities (customers, vendors) transacting with the company. This is a core master data used for detailed receivable/payable tracking (Receivable account 131, Payable account 331), invoice issuance management, and automatic data linking during journal entry posting.

> **Example:** Register customer "XYZ Trading JSC" — Tax code 0301234567, default receivable account 131, output VAT rate 10%, currency VND.

![](/files/6ZH7fa2bMOcnhn1ty4oD)

To register customer / vendor information, the user proceeds as follows:

* **Basic Information:**
  * Code / Entity Name (Customer/Vendor): Enter the identification code and full name per business registration certificate.
  * Is Vendor / Is Customer: Check the entity role; both can be selected simultaneously if the entity is both a buyer and a seller.
  * Tax Code / Address / Phone / Email: Enter contact information and tax code for VAT declaration cross-checking.
* **Default Information:**
  * Payment Terms: Select payment terms (00 - Cash, 01 - 30 days...) to automatically calculate due dates.
  * Tax Rate: Select the default VAT rate — the system will automatically assign this tax code to the entity during posting.
  * Receivable / Payable / Revenue Account: Assign default receivable/payable and revenue accounts for the entity.
  * Currency / Exchange Rate: Select the transaction currency (default VND).
* **Function Buttons:**
  * Export Excel / Import Data: Export data to Excel file or import data from external file.
  * Save / Copy / Add New / Delete / Close: Standard operations.

> **Note:** The Customer/Vendor master data is shared between the Account Receivable (AR) and Account Payable (AP) modules. When both "Is Customer" and "Is Vendor" are checked, the entity will appear in both modules.