Dashboard
- Total overdue
- Closing balances of all bank accounts
- Top creditors and debtors
- Weekly statistics in Giddh
- Total Profit & loss data
Sync with Tally
- Import/Sync your Account Data from Tally to Giddh
Customer Management
- Edit / Delete Customers
- How to check customer balances
- How to add a new customer in Giddh
- Download Customer Reports
- How to check Aging report?
Qatar
- How to create multiple companies (For Qatar)
- How to add a vendor in Giddh (For Qatar)
- How to create a master account in Giddh (For Qatar)
- How to create the first company (For Qatar)
- Enable/ disable column on vendor page (For Qatar)
- Create/edit or delete taxes (For Qatar)
Subscription Plans
- What are the different pricing plans of Giddh
- How to check my current subscription plan
- How to upgrade/ downgrade or renew my plan in Giddh
API Integration
- How to Integrate Signup API?
- How to create a company through API?
Australia
- How to create a master account in Giddh (For Australia)
- Create/edit or delete taxes (For Australia)
- Enable/ disable column on vendor page (For Australia)
- How to create multiple companies (For Australia)
- How to add a vendor in Giddh (For Australia)
- How to create the first company (For Australia)
Profile Settings
- Enable 2-way authentication
- Auth Key
- Change Mobile number
- How to check my active session
- Reset Password
- How to switch the company
Oman
- How to create a master account in Giddh (For Oman)
- Enable/ disable column on vendor page (For Oman)
- Create/edit or delete taxes (For Oman)
- How to create the first company (For Oman)
- How to create multiple companies (For Oman)
- How to add a vendor in Giddh (For Oman)
Expense Management
- Record credit expense
- Create an expense ledger or account
- How to record cash/ bank expenses
Nepal
- How to create the first company (For Nepal)
- How to create multiple companies (For Nepal)
- Enable/ disable column on vendor page (For Nepal)
- How to create a master/ account in Giddh (For Nepal)
- Create/edit or delete taxes (For Nepal)
- How to add a vendor in Giddh (For Nepal)
UAE
- Create/edit or delete taxes (For UAE)
- How to create multiple companies (For UAE)
- How to add a vendor in Giddh (For UAE)
- Enable/ disable column on vendor page (For UAE)
- How to create a master account in Giddh (For UAE)
- How to create the first company (For UAE)
Bahrain
- Create/edit or delete taxes (For Bahrain)
- How to create a master account in Giddh (For Bahrain)
- How to create the first company (For Bahrain)
- How to create multiple companies (For Bahrain)
- How to add a vendor in Giddh (For Bahrain)
- Enable/ disable column on vendor page (For Bahrain)
Kuwait
- How to create the first company (For Kuwait)
- Create/edit or delete taxes (For Kuwait)
- How to add a vendor in Giddh (For Kuwait)
- How to create a master account in Giddh (For Kuwait)
- Enable/ disable column on vendor page (For Kuwait)
- How to create multiple companies (For Kuwait)
Branch Management
- How to transfer Inventory in Branch
- How to change/ add an address of a branch
- How to Switch Branch
- How to create a branch
Invoice Management
- How can I generate bulk invoices for multiple or single users
- How to Create Debit Note
- How to generate sales invoice in Giddh
- How to Customize Templates
- How to download the invoice
- How to Create Credit Note
- How to adjust the receipt against the invoice?
- How to edit generated credit note
- How to edit generated invoices
- How to edit generated proforma
- How to edit generated Purchase Order
- How to generate Estimates
- How to generate cash invoice
- How to edit generated estimates
- How to take a print of the invoice in Giddh
- How to generate Proforma
- How to export PDF of bulk invoices/ share them over the email
- How to edit generated Debit note
- How to edit a Purchase Bill
Reports
- How to check the sales register
- How to check GSTR1 in Giddh?
- Balance sheet
- Reverse charge report
- How to check Daybook in Giddh?
- How to check GSTR-2 in Giddh?
- stock wise report
- Cash flow statements
- Where can I see my monthly columnar report
- Profit and Loss
- Trial balance
- How to check Purchase Register
- How to check the aging report
- How to check GSTR3B report?
Integration
- How to Integrate ICICI bank account with Giddh?
- How to Integrate Email for sending an Invoice
- How to Integrate Payment Gateway with Giddh (Razorpay)
- How to Integrate an E-invoice with Giddh?
- How to Integrate Gmail?
Inventory Management
- All about Inventory
- How to create the transfer note
- How can I see manufacturing statistics of the product
- Create a unit in inventory
- How to add or create inventory in Giddh
- Edit/ delete stock in inventory
- Edit/ delete groups in inventory
- Edit/ Delete the unit in inventory
- Where to see Inward/outward and closing stock details
Account Settings
- Company Information in Giddh
- Add a new financial year
- Change the inventory type
- Add/update company address
- Country & Currency
- How can I change the number of digits after the decimal
- How can I change the number system in Giddh
- Create/ edit/ and delete tag
- Create/ edit and delete discount
- Change/ assign address to the warehouse
- Set the default warehouse
- Add/ Create a warehouse
- Change Language
US
- How to add a vendor in Giddh (For US)
- How to create a master account in Giddh (For US)
- How to create the first company (For US)
- Enable/ disable column on vendor page (For US)
- Create/edit or delete taxes (For US)
- How to create multiple companies (For US)
Roles and Permission
- Create a custom role
- Edit the existing custom role
- Share a company with someone or add a user
Vendor Management
- How to record purchase bill payments with TDS?
- How to check Vendor Overdue
- Send Email to vendors
- Enable/ disable column on vendor page
- Download Vendor report
- How to add vendor in Giddh
- How to record a Purchase Bill
- How to record the payment and link it with that purchase bill
Tax Management
- Generate an E-way bill
- Create/ edit or delete taxes
- How to create, and edit TDS and TCS tax in Giddh?
- How to check generated E-way bill
Setup Guide
- Keyboard Shortcuts
- Signing Up for Giddh
- Welcome Guide
- How to create a master/account in Giddh
- How to create the first company
- How to create multiple companies in Giddh
- How to Login Giddh
Migrate to Giddh
- How to ‘Import Group’ through excel or CSV
- How to ‘Import Inventory’ through excel or CSV
- How to 'import account' through excel or CSV
- How to ‘Import Trial Balance’ through excel or CSV
- How to 'Import entries' through excel or CSV
Saudi Arabia
- How to create the first company (For Saudi Arabia)
- Create/edit or delete taxes (For Saudi Arabia)
- How to create a master account in Giddh (For Saudi Arabia)
- How to add a vendor in Giddh (For Saudi Arabia)
- Enable/ disable column on vendor page (For Saudi Arabia)
- How to create multiple companies (For Saudi Arabia)
UK
- How to create a master account in Giddh (For UK)
- How to create multiple companies (For UK)
- How to add a vendor in Giddh (For UK)
- Enable/ disable column on vendor page (For UK)
- Create/edit or delete taxes (For UK)
- How to create the first company (For UK)

Home Customer Management Edit / Delete Customers

Edit / Delete Customers

To edit or delete customer information in Giddh, log in to your Giddh account

To search anything in Giddh just press Ctrl+g (for Windows) or cmd+g (for Mac)

Click on Master button

Search for the Customer name, and press Enter

Edit all the necessary details and to save it click on the "Update" button

To delete the customer click on the "Delete" button

Sheba Khan
Aayushi Ratnawat

4, October, 2023

Did it help you?

How can we make it better?