Customers

Open Customers. Each customer’s card shows their quotations, orders, invoices, payments, complaints and AMCs, with what they still owe.

1. Press Add customer. A name is enough to start.
2. Type the GSTIN and the state fills itself in.
3. Or turn a lead into a customer from the lead’s panel when they buy.

TipUse groups like “Dealer” or “Retail” to filter the list and your reports.