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Customers

The Customers module manages all customer information in one centralized, structured place — a single source of truth for contact details, billing addresses, and payment preferences. Once created, customer records flow into invoices, transactions, and journal entries, eliminating duplication, simplifying receivables tracking, and giving you quick access to each customer's activity history (invoices issued, payments received, related transactions). Real-world needs like inactive customers and duplicate merging are supported to keep data clean as you grow.

Key functions​

  • Add and manage customer profiles
  • Maintain contact and billing information
  • Use customers as payees across financial modules
  • Create invoices and record payments directly from customer records
  • Disable customers when no longer active
  • Merge duplicate records

Adding a customer​

  1. Open Customers from the main menu and click Add.
  2. Enter the legal name (the only required field, though full details are recommended).
  3. Add contact details — email, phone, additional email, primary contact person.
  4. Add billing information — payment terms, bank name, billing address, shipping address.
  5. Click Save.

Updating a customer​

Three-dot (⋯) menu next to the customer → Update → modify fields → Save.

Quick actions from a customer record​

  • Create Invoice — ⋯ menu → Create Invoice; you're redirected to the Create Invoice page with the customer auto-filled.
  • Record Payment — ⋯ menu → Record Payment; you're redirected to Transactions with the customer auto-filled as Payee.

Marking a customer inactive​

⋯ menu → Mark as Inactive → confirm. Inactive customers cannot be selected in Transactions, Invoices, or Journal Entries, but their historical data remains available. Reactivate anytime from the customer list.

Merging duplicate customers​

  1. ⋯ menu → Merge Contacts.
  2. Select the From contact (the one to merge away) and the To contact (the one to retain).
  3. Confirm. The From customer is deleted; all details and balances transfer to the To customer.
caution

Merging is permanent and cannot be undone — verify both selections before confirming.

FAQs​

What's required to create a customer? Just the legal name, but contact and billing details improve accuracy.

How are payment terms used? They define due dates and apply automatically when creating invoices.

Billing and shipping addresses? Both can be stored separately per customer.

Why isn't my customer appearing in invoices or transactions? They're likely marked inactive.

Multiple contacts per customer? Yes — additional emails and contact persons are supported.