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Customers ​

Record customers who buy on credit, or whose transactions and balance you want to track — instead of treating them as a cash customer every time.

Go to Customers & Suppliers → Customers and click Create:

Create customer

Fields ​

  • Name: (required).
  • Email: optional; must be unique within the same company if provided.
  • Phone: optional.
  • Tax Number: optional.
  • Customer Type: (required) Wholesale, Semi-Wholesale, or Retail — determines the price tier automatically applied on sale invoices and the POS. Defaults to Retail.
  • Classification: optional, chosen from active Customer Classifications — useful for grouping and filtering in reports.
  • Notes: optional free text.
  • Credit Limit: the maximum outstanding balance allowed for this customer (in EGP).
  • Active: (toggle) inactive customers can't be used on new sales.
  • Customer Code: auto-generated (a sequence starting at 1000), not editable.

When editing an existing customer, Account Balance and loyalty points fields also appear (read-only), along with the accounting account automatically linked to the customer.

From the customer's edit/view page, tabs are available showing:

  • The customer's sale invoices.
  • Their sales returns.
  • Their payments (see Customer Payments).

Notes ​

  • For a detailed statement of balance movements, see Customer Balance Statement.
  • When a customer is selected on a sale invoice or the POS, their type's price tier is automatically applied to every item.