Core Guides
Customers
Your customer contact list and credit profiles, in one place instead of a notebook or a spreadsheet.
Adding a customer
- 1. Go to Customers → Add Customer.
- 2. Fill in their name and contact details.
- 3. If they're a registered business you'll invoice B2B, add their GSTIN now — you'll need it before you can bill them that way.
Credit scores and notes
Each customer's credit score updates automatically based on their payment history, so you don't have to track who's reliable from memory. Use the notes field on a customer's record to log anything from a phone call to a special pricing arrangement.
FAQ
Is GSTIN required for every customer?
Only for B2B invoices — if you're billing a registered business, you'll need their GSTIN on file before you can invoice them that way. It's optional for regular walk-in or B2C customers.
Where does the credit score come from?
It's calculated automatically from a customer's payment history — it isn't something you set manually.
Can I keep notes on a customer?
Yes — you can attach notes to any customer record to keep track of conversations, special terms, or anything else worth remembering next time they order.