Customer Management

To add a new 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).

Press Ctrl+g/Cmd+g and search Customer

Click on "Add Customer" button 

Fill all the customer details like Address, Contact, Others, 

and if you want to add more details then you can add "Custom" details too

Now click on the "Save" button

Here you can see the list of all your customer with some basic details

To download the Customer 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).

Press Ctrl+G/ Cmd+G and search Customer 

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Hover the cursor infront of the customer name and check the checkbox for all the customers for whom you wish to download the report

Click on the button and to download the customer report click on "Download CSV" button

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

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

Press Ctrl+g/cmd+g and 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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To send SMS/Email a 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).

Press Ctrl+G/ Cmd+G and type customer

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Check the checkbox and click on the 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

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

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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 on the More button on the top right corner> Click Email> 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

Here you can see the overall Upcoming and Due balances

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You can also see the customer-wise aging report that means the period-wise dues of the customer 

It includes the customer-wise Upcoming and Total dues

You can edit the period as well by click on the "Day range"