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Customers

See your customers

  1. 1Tap ☰, then Customers
  2. 2Each customer shows their number, and what they owe if anything. Tap a name to open it

Find a customer

  1. 1Type part of the name or the number in Search name or number

Add a customer

  1. 1In Customers, tap + New
  2. 2Type the name and mobile number, then tap Save

A name typed on a credit bill or a due is added here by itself.

Add a customer from a visiting card

  1. 1On Add a customer, tap Visiting card
  2. 2Tap Take photo, or Choose from gallery
  3. 3The name and number are filled in from the card. Another name on it? Tap Use. Then tap Save
  4. 4The customer is added
  5. 5The card is kept. Tap Visiting card on their page to see it
  6. 6From here you can share it, scan it again or delete it

See everything about one customer

  1. 1Open the customer. You see what they owe, their dues and their bills

Settle all takes payment for every open due at once.

Call or WhatsApp a customer

  1. 1Open the customer and tap Call or WhatsApp

See a customer's bills

  1. 1Open the customer and tap Bills
  2. 2Only their bills show. Tap one to open it

Make a bill for a customer

  1. 1Open the customer and tap New bill. Add the items and tap Charge
  2. 2The bill already has their name. Tap Cash, Bank or Credit

Write a due for a customer

  1. 1Open the customer and tap Add due
  2. 2Type the amount and tap Save

Change a customer's name or number

  1. 1Open the customer and tap Edit
  2. 2Change the name, number, VAT number or address. Tap Save

Delete a customer

  1. 1Open the customer, tap Edit, then Delete customer at the bottom
  2. 2Tap Delete

Careful: this also deletes all their bills, dues, payments and the Ledger entries for them. It cannot be undone.

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