:::info Nota de traducción Este documento está actualmente en inglés. La traducción al español estará disponible pronto. :::
👥 Customers Overview
Manage your customer database — store contact details, GST information, and track invoice history for every customer.
📋 Customer List
When you navigate to Customers from the main menu, you see all your customers in a searchable table with a total count summary.
Page Actions
| Button | Description |
|---|---|
| Import CSV | Bulk-import customers from a CSV file |
| + Create New Customer | Open the customer creation form |
Search
Use the Search customers... bar at the top to filter by customer name, email, or phone. Results filter as you type.
Summary Card
Shows the total number of customers (e.g., 3 TOTAL — All customers).
Table Columns
| Column | Description |
|---|---|
| ID | Auto-assigned customer sequence number |
| Customer Name | Display name with a business icon for company customers |
| Customer email address | |
| Phone | Customer phone number |
| Created | Date and time the customer was added |
| Updated | Date and time of the last update |
| Actions | Per-row actions: View, Edit, Delete |
Row Actions
| Icon | Action |
|---|---|
| Eye (View) | Open read-only customer details |
| Pencil (Edit) | Edit customer details |
| Trash (Delete) | Delete customer — only if no invoices are attached |
👤 Customer Types
| Type | Description |
|---|---|
| Individual | Personal customer — no GSTIN required |
| Business | Company customer — GSTIN/Tax ID recommended for GST compliance |
Business customers are shown with a building icon in the Customer Name column.
📥 CSV Import
Import customers in bulk using a CSV file:
- Click Import CSV
- Download the sample CSV template
- Fill in customer data
- Upload the completed CSV
- Review and confirm the import
:::tip Bulk Setup Use CSV import when switching from another billing system or setting up a large number of customers at once. :::
📊 Receivables Tracking
Each customer's outstanding invoices are tracked automatically. Go to Receivables in the main menu to see:
- Total outstanding per customer
- Individual overdue invoices
- Partial payment tracking
💡 Best Practices
- Always add GSTIN for business customers for GST compliance
- Use the company's legal name for business customers
- Set the correct state code for accurate GST (CGST/SGST vs IGST) calculation
- Import existing customers via CSV before creating invoices
🔗 Related
- Create Customer — full field-by-field guide to adding a customer
- Edit / Delete Customers — update or remove customer records