Customer Management
Manage your customers - Add customers, track credit terms, view statements, and manage relationships.
Overview
Customer Management allows you to maintain detailed records of all your customers, track their purchases, manage credit terms, and view outstanding balances.
Creating a Customer
Step 1: Access Customers
- From main menu, click Customers
- Click "New Customer" button
Step 2: Enter Information
Required Information
- Customer Name - Full name or company name
- Customer Code - Auto-generated (can be customized)
- Email - Contact email
- Phone - Contact phone number
- Address - Customer address
- Credit Limit - Maximum credit allowed
- Payment Terms - Payment conditions
Step 3: Add Additional Details (Optional)
- Tax ID/VAT number
- Contact person
- Multiple addresses
- Payment preferences
Customer Statements
Generate detailed statements showing all transactions with a customer:
1
Access Statements
Go to Reports → Customer Statement
2
Select Customer
Choose the customer from the list
3
Filter & Generate
Select date range and click "Generate Statement"
4
Export & Share
Export to PDF, print, or share via WhatsApp
Customer Operations
| Operation | Description |
|---|---|
| Edit Customer | Update customer information |
| View History | See all invoices and transactions |
| Check Balance | View outstanding amount |
| Generate Statement | Create customer statement |
| Bulk Update | Update multiple customers at once |
Credit Management
Manage credit terms and limits:
Credit Limits: System will warn you if customer exceeds their credit limit when creating invoices.
Tips & Best Practices
Customer Codes: Use consistent naming for easy searching and reporting
Credit Limits: Set realistic credit limits based on payment history
Related Documentation
- Sales Invoices - Create invoices for customers
- Reports - View customer reports
- Statements - Customer statements guide