Customers

A customer is anyone you sell to on credit or want on a receipt by name. Each one gets a number (CUS-0001) and a running balance.

Adding a customer

1. Open Sales > Customers and choose New customer.
2. Enter their name, phone and email. Add their KRA PIN if they are a business: KRA needs it on the invoice for them to claim the VAT.
3. Set payment terms in days (for example 30). New invoices for them get a due date that many days after the invoice date.

Balance and statement

The balance is what they owe: invoices less payments and credit notes. A negative balance means they have paid ahead and are in credit.

Open a customer to see their statement: every invoice, payment and credit note in date order with a running balance. Print it and send it when you chase payment.

A customer with documents can't be deleted. Mark them inactive instead to hide them from lists.