Customer Management

"Log in to your Giddh account to begin adding a new customer."

To quickly search for anything in Giddh, press Ctrl + G (Windows) or Cmd + G (Mac), or use the search icon located at the top of the screen.

Click on "Add Customer" button 

Steps to Add Customer Details in Giddh:

1. Enter Basic Information
   Fill in customer details such as name, address, contact number, and other relevant information.

2. Add Custom Fields (Optional)
   If you need to include more specific information, use the custom fields section to capture additional data.

3. Save the Details
   Once all the necessary information is entered, click the "Save" button to add the customer to your records.

"This section displays a complete list of your customers, along with key information at a glance."

Log in to your Giddh account.

To search for anything in Giddh, press Ctrl+G (for Windows) or Cmd+G (for Mac),
or use the search icon at the top of the page.

Type "Customer" in the search bar to quickly navigate to the Customer section.

Hover your cursor in front of the customer name and check the boxes for all the customers you want to include in the report.

Click on the button menu, then click on the "Download CSV" button to download the customer report.

To check Customer Balance in Giddh, log in to your Giddh account.

To search for anything in Giddh, press Ctrl+G (for Windows) or Cmd+G (for Mac),
or use the search icon at the top of the page.

  search “Customer”

You can see the overall balances of all the customer like Opening balance, Sales, Receipt, and Closing balance

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And you can also see the customer-wise details of the balance too

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You also have the filter at the top right to view the customer report as per the filters provided

Log in to your Giddh account.

To search for anything in Giddh, press Ctrl+G (for Windows) or Cmd+G (for Mac),
or use the search icon at the top of the page.

Type Customer to open the customer section.

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"Select the customers using the checkboxes » click the arrow icon » choose 'Send Bulk Email'."

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) 

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Click on Master button

"Type the customer’s name into the search bar and press Enter to find the record."

"Make the necessary changes to the customer details, then click the 'Update' button to save.
To remove the customer, simply click the 'Delete' button."

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To send a payment reminder to the customer in Giddh log in to your Giddh account.

To search anything in Giddh just press Ctrl+G (for Windows) or Cmd+G (for Mac).

Hit Ctrl+G/ Cmd+G and search customer > Select any customer

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"Click the three-dot button to the right of the user for more options."

“Select 'Email' from the dropdown menu.”

“Click on 'Send Reminder via Email.”

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To check Aging report in Giddh, log in to your Giddh account

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

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Press Ctrl+g or Cmd+g and search Aging Report

"This view provides a more effective overview of upcoming and due balances."

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"You can also view the customer-wise aging report, which shows the customer's dues categorized by time period."

"It includes customer-wise upcoming dues and total outstanding amounts."

"You can also edit the period by clicking on the 'Day Range' option."