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Credit customers

Credit party directory at Customers → Credit Customers.

Customers → Credit Customers (/customers/credit) is the list of credit accounts you bill and book against.

Who can open it: users granted Credit Customers. Add needs customer create.

Add a credit customer

Open the list

Sidebar Customers → Credit Customers.

Click Add

Fill name, contact, address, GST, and other profile fields in the dialog.

Save, then Manage

The row appears in the table. Manage opens the full workspace (details, rate chart, ledger, orders, invoices, settings).

Some companies can sync customers from another sibling company. That button only shows when org-sync is allowed.

If something goes wrong

  • Add hidden: view-only role.
  • Customer ID column is the org-given id, not a hidden database id.