Customer Management, Credit Limits (Udhar/Khata) & Opening Balance

Manage customer credit (Udhar) safely with automated credit limit enforcement and balance tracking.

1. Adding a Customer Profile

1. Navigate to Contacts > Customers > Add Customer.
2. Select Contact Type: Individual or Business.
3. Enter Mobile Number (used for lookup during fast POS billing).
4. Enter GSTIN (for B2B customers claiming Input Tax Credit).
5. Set Credit Limit: Maximum outstanding balance allowed (e.g. ₹10,000). If credit limit is exceeded, the POS screen alerts the cashier.
6. Enter Opening Balance if the customer already owes money from a previous ledger book.
7. Click Save.