Customers and credit ledger
Customer records
Section titled “Customer records”Search before adding a customer. Keep contact details, address, GSTIN, credit terms, and opening balance accurate. Archive an inactive record instead of deleting its history.
Credit ledger
Section titled “Credit ledger”The ledger brings together credit sales, collections, adjustments, and the running balance. Before recording an entry:
- confirm the customer;
- check the current balance;
- select the correct date and method;
- enter a useful reference;
- verify the new balance after saving.
Collections
Section titled “Collections”Record each real-world payment once. If a request times out, refresh the ledger and check for the entry before resubmitting. Use reminders only with accurate contact details and appropriate consent.
Related guides
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