The Customers branch focuses on the financial lifecycle of your customers. It covers every interaction from creating sales documents to receiving payments and tracking outstanding balances. This branch ensures you can manage receivables effectively and maintain accurate customer records.

• Payments → Record every payment received from customers, whether cash, bank transfer, or cheque. Users can allocate payments against specific invoices or keep them as advance payments for future sales.

• Post Dated Cheques → Manage customer cheques issued with a future date. This ensures that receivables are tracked accurately and automatically marked as cleared once due.

• Invoice → Create and send invoices for goods or services. The system allows customization of invoice templates, VAT inclusion, and payment terms, ensuring legal compliance and clarity for customers.

• Credit Notes → Issue credits for returned goods, discounts, or adjustments. Credit notes can be applied directly to outstanding invoices or refunded to the customer.

• Sales Orders → Register confirmed customer orders before generating invoices. This allows businesses to manage inventory, delivery, and billing in sync.

• Customers → Maintain a centralized database of customer information including contact details, categories, and financial history.

• Customer Balance Summary → View consolidated outstanding balances per customer, enabling quick credit control decisions.

• Customer References Summary → Summarize customer transactions grouped by references such as contracts, projects, or specific agreements.

• Customer References Details → Drill down into detailed customer reference transactions for auditing and review.

• Sales Order Delivery Notes Report → Generate detailed reports on delivery orders linked to sales orders, ensuring delivery performance aligns with customer expectations.