Customers & Credit

Add and find customers, manage credit sales and collections, keep doctor records, and review a customer's purchase history.

Common Tasks

Building your customer book — at the counter (fast) or from the Customers screen (full details).

The khata loop — regulars who pay later, and settling up when they do.

The customer profile answers "what does this customer buy, and what do they owe?" — purchase history and outstanding credit in one place.

Giving groups of customers (Senior Citizen, Wholesale, Staff…) a standing discount that applies itself.

Maintaining the doctor list used on prescription and H1 bills — saved once, reused on every bill.

When a chronic patient asks for "the same as last month," pull up their purchase history to refill the same items fast.