---
title: "Creditors > Creating a Creditor"
canonical: "https://technology.bytangram.com/space/TGKB/704184486/Creditors%20%3E%20Creating%20a%20Creditor"
format: markdown
---
**Creditors **are created and managed in the finance & administration module and are usually managed by designated role(s) or person(s) within each agency or office. 

Creditors are the entities that send you invoices and are unique records within a WorkBook company; they cannot be shared across companies. In WorkBook they differ from suppliers/vendors, which are global records, used for purchase orders only.

| **ON THIS PAGE YOU WILL FIND:** |
| --- |
| > Macro (toc) |

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## STRUCTURE

![image](media://78c1307c-1f32-43c2-9b40-9bd4475f107a)

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## CREATE A CREDITOR 

- Go to the **finance & administration** module> **creditors** > **creditor list**
- Click on **create new creditor icon**

![image](media://d38f8adf-92ac-4228-9456-bd12b73e7e29)


- In the pop-up complete all the necessary new creditor fields (in all 3 tabs)

| **BASIC TAB** |
| --- |
| **Name** | Billing entity name |
| **Posting Group** | This drives the AP account that invoices post to |
| **Language** | The project contact at the company/client   
*Can be left blank or use the ‘+’ to quickly add a new contact* |
| **Currency** | Default billing currency<br>> 📝 This can be changed on an invoice by invoice basis |
| **GST/Sales Tax/VAT code** | Default tax application<br>> 📝 This can be changed on an invoice by invoice basis |
| **Linked Supplier: Create Supplier** | Only select this box if the supplier/vendor requires purchase orders<br>> ℹ️ If a creditor is not purchase order related (i.e. employee creditors) then there is no need to also create a supplier/vendor record. |


![image](media://4a041073-52d0-4d80-b11e-56e7f75292c9)


| **PAYMENT TAB** |
| --- |
| **Payment Definition** | This is the creditor payment run/file that this creditor should be generated in |
| **Payment Method** | Used for defining payment method on creditor payment proposals |
| **Payment Terms** | Default terms to be applied to creditor invoices |
| **AP Payment & Bank Details** | Data available to populate the creditor payment proposal file in order to upload and schedule direct payments to the creditors, from the bank. |

![image](media://1df25e59-1747-413e-9487-9444a2e00e61)


| **ADDRESS TAB** |
| --- |
| **Address details** | Populate the address data |

![image](media://824a8895-b59d-465b-bc60-f00084844b13)


- Once all tabs are complete, click **ok**

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## UPDATE SUPPLIER/VENDOR INFORMATION

If you created a linked supplier/vendor via the creditor creation above then you may wish to go to the **resources module** and set defaults for the supplier/vendor. 

These might include, but are not limited to:

- setup PO defaults for that supplier/vendor
- select which businesses can access this supplier/vendor

> ℹ️ For more information on supplier settings go to [Supplier Settings](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/704184375)

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> Macro (contentbylabel)