Managing Customers

Add and manage customer records to track sales, invoices, and payment history in one place.

Adding a Customer

1. Go to Sales & CRM → Customers in the main menu.
2. Tap the + New Customer button (top right).
3. Enter the customer's Name and Email (required).
4. Optionally add phone, address, tax number, and payment terms.
5. Tap Save. The customer is now available on invoices and quotations.

Managing Your Customer List

Use the Search bar and Filter button to find customers by name, category, or balance. You can:

• Click a customer to view their full profile, invoice history, and outstanding balance.
• Use Bulk Actions to export, assign categories, or send statements to multiple customers at once.
• Tap Export to download your customer list as a CSV.

Importing Customers via CSV

1. Go to Customers → Import.
2. Download the CSV Template and fill in your customer data.
3. Upload the completed file and review the preview.
4. Choose how to handle duplicates: Skip or Update.
5. Click Import. A summary shows how many records were created or updated.

Customer Fields Reference