Contact Management
Contact Management
Customer Groups
Last Updated: 12/02/2024Customer Groups: With customer Groups, you can classify a customer as Retail Customers, WholeSale Customer, Friends, Colleagues and whatever you will love...
Loyalty Cards
Last Updated: 12/02/2024Enabling Reward Points: Before diving into Loyalty Cards, make sure you’ve enabled the reward points feature. You can find detailed instructions in...
Opening Balance
Last Updated: 12/02/2024Opening Balance Opening balance(to customers) is the sum of the amount that the customers have to pay for the business. Opening balance(to...
Advanced Balance
Last Updated: 12/02/2024Advanced balance(to customers) is the sum of the amount that the business should pay for the customers. Advanced balance(to suppliers) is the...
Contacts Management (Supplier & Customers)
Last Updated: 12/02/2024Any contact can be supplier, Customer or Both (Supplier & Customers) Adding Suppliers & Customers Viewing Suppliers & Customers Assigning Contacts to Users...
Adding opening balance & payment
Last Updated: 12/02/2024Opening balance: Opening balance is the balance contact (customer or supplier) have at the beginning of using the software. Suppose you’re shifting...
Customer & Supplier Ledger
Last Updated: 12/02/2024To view customer or supplier ledger Adding Discount for Customer/Supplier on Balance due: Discount for balance due amount can be added for...
