Overview - Customers


Customers are your debtors to whom you have sold goods or services. You can perform the following actions for them: 


Add a customer

Remove / Edit a customer

Record transactions 

Send SMS/Email

Go to ledger/Create an invoice

Download Reports





Customer reports (All Modules > Customers) show the following information about all your registered vendors:

  • Opening and closing balances 

  • Sales 

  • Contact information 

  • Bank account details 

  • Tax information, etc.

 

From here, you can 

  • Add new customers

  • Manage the existing ones

  • Send them reminders via SMS and email.

  • Filter customers by date 

  • Search for them

  • Customize the view (hide / display columns)

  • Sort data


Filter by date

  1. Click on the date range option (given at the top of the table).

  2. A dropdown with date range options appears on screen. 

  3. These options include date range for a month, quarter, year and so on. 


  1. To define a custom date range, click on the Custom Range option.  

  2. A calendar appears on screen. Select the start date and the end date for viewing the data. The older date will be the start date.




Search For vendors

You can search for the customers by their

  • Name

  • Email address 

  • Mobile number

Simply enter the details and click on the magnifier icon (or press enter on the keyboard). 


The results are displayed on the page and you can perform all the basic operations (select, send email and sms, etc.).


Sort Data

Some of the columns come with the option of arranging the data in the grid in ascending or descending order..

Up Arrow Key: Arranges data in ascending order (oldest to latest for dates, smaller to greater for numbers).

Down Arrow Key: Arranges data in descending order. (latest to oldest for dates, Greater to smaller for numbers).


Enable / Disable information

You can hide or display columns in the table as per your requirement. Follow these steps:

  1. Click on the Enable / Disable icon at the top left corner of the grid.

 

  1. Now select the checkbox for a column name by clicking in it. A tick mark represents that the column name has been selected. The selected column will appear in the grid. You can deselect a column by clicking in it again.

  2. The changes take effect in the table immediately.

Headings