Customers
Keep every customer with legal names in English and Arabic, VAT and CR numbers, national address, credit limit and opening balance, and see their live balance and statement of account.
In the app, press F1 or ? on this screen to open this guide next to your work.
This guide belongs to the Customer management module. Learn more
Related guides
- Sales invoices
- Sales payments
- Debit notes (customer receipts)
- Credit notes (customer refunds)
- Quotations
- Printing and the Print Center
More guides in Customers, vendors & HR
- Vendors
- Vendor categories
- Employees
- Documents
- Document types
- Expiring board
- Government transactions
- Matters
- Conflict check
- Time & billing
- Hearings & deadlines
- Trust money
- Legal templates
- Patient records
- Prakriti assessment
- Therapy courses
- Retreat guests and Form C
- Dental chart
- Nursing charts
- Discharge & records
- Service board
- Service jobs
- Service catalogue
- Client portal
- Portal users
- Pipeline
- Leads
- Conversion report
- Accounts
- Quote follow-ups
- Lost demand
- WhatsApp inbox
- Canned replies
- Attendance today
- My check-in
- Monthly attendance sheet
- Shifts & roster
- Leave requests
- My leave
- Team calendar
- Leave balances
- Leave types & set-up
- Payroll runs
- Check, approve, post and pay
- My payslips
- Payroll set-up
- Joiner checklists
- Leaver checklists and settlement
- My HR tasks
- Checklist set-up
- Read a document with AI
- Salary payments
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