Dashboard / Customers

Customers

Manage customers, balances and overdue statements
Statements
Total Customers0All time customers
👥
Customers with Overdue0Need attention
!
Total OverdueRf0.00Across all customers
Highest OverdueRf0.00-
Customer Types
Separate sales customers from trip and project customers.
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Sales Customers
POS, invoices, quotations and checkout
0customers
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Trip / Project Customers
Trips, projects and related invoices
0customers
0 customers found
CustomerBalance / OverdueStatusActions

No customers found

Add your first customer using the + Add Customer button above.

Customer Portal Settings

Let your customers register online to view and download their own invoices.
Registration link — share this with your customers
Only your business name and logo are shared publicly. Contact details stay private.

Pending Portal Registrations 0

New customers awaiting approval. Approve to create & link a customer record, or link to an existing one.
CustomerPhone / EmailIslandRegisteredStatusActions
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Registered Portal Users 0

Approved customers who can log in to view and download their own invoices.
CustomerPhone / EmailLinked customerApprovedActions
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