Customer profiles
Add and edit customers, understand GST vs non-GST parties, the credit customers view, the customer page with its KPIs and tabs, cloning twin ledgers, WhatsApp messages and deleting customers.
Customers (/app/customers) holds everyone you sell to on account — Accounts, credit and payment history. Walk-in shoppers do not need a profile; anyone who buys on credit, needs a GST invoice or should receive reminders does.
Everyone can view customers. Adding, editing, recording payments and cloning need Manager; deleting needs Admin.
Add a customer#
- Click + Add customer.
- Fill in the form (below) and save. You see Name added.
| Field | Rules |
|---|---|
| Name | Required, 2–120 characters. |
| Phone | Required. A 10-digit Indian mobile number starting 6–9; stored as +91XXXXXXXXXX. Each phone number can belong to only one customer. |
| Email (optional) | A valid email — needed to email invoices. |
| Address (printed on invoices) | Up to 300 characters. |
| GSTIN (blank if unregistered) | Exactly 15 characters, for example 01AAAAA0000A1Z5. Decides CGST+SGST vs IGST on their bills — see GST basics. |
| Credit limit ₹ (0 = no limit) | The most they may owe. See Credit & ledger. |
Edit a customer from the row menu (✏️ Edit customer) or the customer page (✏️ Edit). You see Name updated.
The customers list#
Two tabs:
All customers#
Search by name or phone. Click a row to open the customer.
| Column | Shows |
|---|---|
| Name | With a GST or Non-GST badge |
| Phone | Mobile number |
| Credit limit | Or — when there is none |
| ⭐ Points | Loyalty points; the header shows (off) when no earn rate is set in Settings |
| Outstanding | Amount owed, highlighted when above zero |
| Actions | View, Record payment (only when something is owed) and the ⋯ menu |
The ⋯ menu offers ✏️ Edit customer, ⧉ Clone (GST / non-GST twin), 📄 Statement PDF and, for Admins, 🗑 Delete customer.
Credit customers#
Only customers who owe money, Sorted by outstanding balance — refreshes every 30 seconds: Customer (with an Over limit badge where it applies), Phone, Outstanding, Last transaction, and View / Record payment. Empty state: No outstanding balances. 🎉
The Aging report button at the top opens Aging report.
The customer page#
The header shows the name with GST / Non-GST, Over limit and Inactive badges as they apply, and buttons for ✏️ Edit, 📄 Statement PDF, 🟢 WhatsApp and Record payment.
KPI tiles: Outstanding, Lifetime billed, Lifetime paid, Invoices, Avg invoice and Loyalty points.
| Tab | Contents |
|---|---|
| Overview | Account details (phone, email, address, GSTIN or Non-GST party, credit limit or No limit set, customer since, first and last invoice, last payment), the Udhaar recovery panel, and Recent invoices |
| Ledger | The full Cr/Dr timeline and a Statement PDF button. See Credit & ledger. |
| Recovery | Promise-to-pay and the reminders sent. See Payment reminders. |
Clone: GST and non-GST twins#
⧉ Clone (GST / non-GST twin) creates a second customer with a fresh, zero-balance ledger:
- Non-GST twin — Drops the GSTIN — for cash / kaccha bills. Named "Name (Non-GST)".
- Exact copy (keep GSTIN) — Keeps every detail. Named "Name (Copy)".
You can also give the clone an Opening balance ₹ of type Owes us or Advance. See Payments & credit.
Send a WhatsApp message#
🟢 WhatsApp on the customer page opens a message dialog with two modes:
- Custom message — type your own text, or Prefill from a template… (your message templates, with the customer's name filled in).
- Approved template — pick one of your Meta-approved templates from Select an approved template….
Messages go through your business's WhatsApp connection — your own number or the platform number. See WhatsApp for when each mode can be used.
Delete a customer#
🗑 Delete customer (Admin) asks Move "name" to the recycle bin?. The customer disappears from lists and pickers, but their invoices and ledger are untouched, and an Admin can restore them from the Recycle bin. A customer who has been billed cannot be permanently deleted.
Error messages#
| Message | Cause |
|---|---|
| Name is already registered with +91… | Another customer already has that phone number. |
| Phone must be in +91XXXXXXXXXX format | Enter 10 digits starting 6–9. |
| Invalid GSTIN format | Check the 15-character GSTIN, or leave it blank. |
| Customer not found | The customer was deleted. |
Related#
Last updated 15/09/2026