Customers

Manage your customers and everything you sell to them — from onboarding a new customer to raising sales documents, recording payments, and tracking what they owe.

In this section

• Add a Customer — create and maintain customer records.
• Sales Order — record confirmed customer orders.
• Sales Invoice — bill customers for goods and services.
• Customer Payment — record payments received.
• AR Aging — track outstanding receivables by age.
• MRN / Gate Pass — material receipt notes and gate passes.
• NRGP — non-returnable gate passes.

Looking for the full sales workflow? See the dedicated Sales module for orders, invoices, returns, and credit notes.