Add & Edit Customers

This guide provides an overview of how to manage customers. It covers adding and editing customers in the Billing application.

Navigate to Customers in the Billing Application

• Select 'Customers' from the Sidebar, under Masters.
• This opens the 'Customers' page.

How to Create a Customer

1. Navigate to the Customer Creation page

   • In the Customers listing page, you will see a list of all customers.
   • Click on the Add Customer button at the top right corner.

2. Fill in the Customer Details

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   • Here, only Customer Name is a required field. The Email, Phone Number, Address, etc. fields are optional.

3. Fill in the Details

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   • You can optionally fill in the Pan Number, GSTIN Number and GST Type.

4. Add Applicable Taxes and Interstate Taxes

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   • Clicking on Add Taxes adds the dropdown to select the tax

5. Add Files

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   • You can optionally attach files related to the customer, by clicking on the Add File button.

6. Fill in Terms and Conditions

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   • In the Rich Text Editor, you can format the terms and conditions as needed.

7. Fill in Additional Details

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   • You can optionally fill in the Notes and Customer Code
   • Check the Active checkbox if you wish to mark the customer as active.

8. Review and Submit Customer

   • Before submitting the customer details, review all the information to ensure accuracy.
   • Once you are satisfied with the customer details, click on the Save button to save the customer.

How to Edit a Customer

1. Navigate to the Customer Edit Page

   • In the Customers listing page, click on the 3 dots button next to a customer.
   • Select Edit from the dropdown menu.
   • This opens the page to edit the customer details.

2. Follow the Customer Creation Steps

   • Follow the same steps as you would when creating a new customer.
   • Make the necessary changes to the customer details.

3. Save Your Changes

   • Once you have made the necessary changes, click on the Save button to update the customer.