Customers

The Customers module is your complete customer database. Track contact details, outstanding balances, old (pre-system) balances, transaction history, and bank details — all from one screen.

Customer List & Filtering

Clickable Stat Cards

Four stat cards double as filter buttons: Total Customers, Outstanding (red), Old Balance (amber), and Paid / No Due (green). Click any card to instantly filter the table.

Search & Filter Tabs

Search customers by name, phone, or email. A segmented filter bar (All, Due, Old Balance, Paid) provides quick access to common views. Pagination supports 10, 20, or 50 rows.

Customer Table

Each row shows the customer name, contact info (phone and email), outstanding balance (red if positive), and old balance (amber if positive). Click any row to open the detail view.

Export to CSV

Export your customer list to CSV for use in accounting software, mail merges, or external CRM systems.

Customer Detail & Management

Detail Modal

Click any customer to see name, phone, email, contact person, address, outstanding and old balance, bank details, and transaction history with paginated invoice list.

Transaction History

View all invoices for a customer in a paginated table. Each transaction shows the invoice number, date, total, paid amount, due amount, and status badge.

Create Customer

Add a new customer with fields for name, email, phone, contact person, address, opening (old) balance, and bank details. Bank details support international formats — IFSC, SWIFT, IBAN, sort code, routing number, and BSB.

Edit Customer

Edit any customer’s details inline within the detail modal. The form switches to edit mode with all fields pre-filled.

Mark Old Balance as Paid

If a customer had a pre-system balance that has been settled, use the “Mark Old Balance as Paid” action to zero it out. A confirmation dialog prevents accidental changes.

Delete Customer

Remove a customer with a confirmation dialog. This is a permanent action.

Credit Notes

Credit Notes handle customer returns and refunds. When a customer returns goods or needs a price adjustment, create a credit note linked to the original invoice. The credit can then be applied to future invoices or refunded directly.

Summary Stats

View total credit notes, total amount issued, open (unused) amount, and applied amount at a glance.

Search & Filter

Search by credit note number or customer name. Filter by status (Open, Partial, Applied) and date range. Pagination supports 10, 20, or 50 rows.

Detail Drawer

Click any credit note to open a side drawer showing the full details: customer, source invoice, reason, line items with product, quantity, rate, tax, and line total, plus application history and refund log.

Apply to Invoice

Apply an open credit note to any of the customer’s due invoices. Enter the amount to apply and the invoice due is reduced accordingly. Partial applications are supported.

Process Refund

Refund the remaining credit note balance directly to the customer. Choose the refund mode (Cash, UPI, Card, etc.) and add an optional note. The refund is logged in the credit note history.

Delete Credit Note

Remove a credit note with a confirmation dialog. Only credit notes with no applications or refunds can be deleted.