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Managing Accounts

Accounts → Accounts is the party master — every customer and supplier record, with the identity, tax and financial details that drive your documents.

The Accounts list

Find accounts fast​

  • Search by name, tax ID or owner across every account.
  • Filter by type (Customer, Supplier, both…), status and account owner.
  • Open any row to see its contacts, addresses, product codes and statement.

Create an account​

  1. Click ＋ New Account at the top of the list.
  2. Enter the account name and pick a type (Customer, Supplier, Customer & Supplier, Distributor, and so on).
  3. Fill in the field groups below.
  4. Save — the account is now selectable on orders, quotations and purchase orders that match its type.

Field groups​

GroupWhat to enter
IdentityAccount name, type, parent account (for group hierarchies), tags and account owner.
Contact detailsPrimary phone, email and website.
AddressesMultiple addresses — Billing, Shipping, Office, Warehouse — each with line 1/2, city, state, country and pincode.
Tax & legalGSTIN, PAN, CIN and VAT number.
Financial defaultsDefault currency, credit limit, payment terms (Net 0/15/30/45/60), credit period and opening balance.
Bank detailsAccount number, IFSC, bank name and branch.
InternalOwner (sales rep), tags and notes.

GSTIN auto-lookup (India)​

Type a 15‑character GSTIN and click lookup. Raya queries the GST portal and pre‑fills the legal and trade name, registered address, state of registration and filing status — so you don't retype details or introduce typos.

:::tip Verify before you invoice Running the lookup confirms the GSTIN is valid and active, which keeps your GST‑compliant invoices and e‑invoices clean. :::

Defaults that flow onto documents​

The financial and tax details you set here become the starting values on new documents for that account:

  • Payment terms and credit period pre‑fill on sales orders and invoices.
  • Default currency sets the document currency.
  • Billing and shipping addresses populate the order automatically (you can still switch to another saved address on the document).
  • GSTIN and place of supply drive the CGST/SGST vs IGST split.

Credit limits​

Set a credit limit to cap how much a customer can owe at once. The limit is checked against the account's outstanding balance so your team is warned before exposure grows too large.

Statutory flags​

Flags on the account tell Raya how to handle compliance and reporting:

  • MSME / Udyam — marks a supplier under the MSME payment rules.
  • SEZ / LUT — for supplies to Special Economic Zones or under a Letter of Undertaking (affects GST treatment).
  • Related party — flags intercompany or associated entities for disclosure.

The account's country also drives import/export handling on documents.

Customer-specific product codes​

If a customer refers to your product by their own SKU, open the account's Product Codes tab and add a mapping — your product → their code → their description. These print on that customer's invoices and packing slips automatically.

  • Parties — customers & vendors — roles, tax treatment and statutory flags explained.
  • Contacts — add the people at each account.
  • Finance — the account's ledger, outstanding and statement.
  • Sales — where these defaults appear on orders and invoices.