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Customers

The Customers section is where you manage everyone who buys from your store on credit. You can add customers, view their balance, record debts and payments, and communicate via WhatsApp.

Customer List​

Navigate to Customers via the bottom navigation bar. The list shows:

  • Customer name and phone number
  • Current balance (amount they owe you)
  • Color-coded balance badge:
    • Red — they owe you money (positive balance)
    • Green — zero or negative balance (rare; means you over-collected)
  • A search bar at the top to filter by name or phone

The list is sorted by balance descending by default (highest debt first), making it easy to see who owes the most.

Adding a Customer​

  1. Tap the + button in the top-right corner of the Customers screen.
  2. Fill in the form:
FieldRequiredNotes
NameYesFull name or business name
PhoneNoInclude country code for WhatsApp (e.g. +967...)
Credit LimitNoMaximum debt allowed; 0 = unlimited
NotesNoFree-text notes visible on profile
  1. Tap Save.
tip

The phone number must include the country code (without the +) to work with WhatsApp. For Yemen: 967712345678.

Customer Profile​

Tapping a customer name opens their Profile Page, which contains:

Balance Summary​

A large number showing the current balance:

  • Positive = they owe you this amount
  • Negative = you owe them this amount (very unusual; can happen if excess payment was recorded)
  • Zero = settled

Transaction History​

A chronological list of all debts and payments for this customer. Each entry shows:

  • Date
  • Type (Debt / Payment)
  • Amount (debts in red, payments in green)
  • Description
  • Running balance after this transaction

Action Buttons​

  • Add Transaction — record a new debt or payment
  • Send WhatsApp Statement — generate and send a statement via WhatsApp
  • Print Statement — open a printable PDF/HTML statement
  • Edit Customer — modify name, phone, credit limit

Recording a Debt​

A debt records that the customer took goods or services on credit.

  1. Open the customer profile.
  2. Tap Add Transaction → Debt.
  3. Enter:
    • Amount — the value of goods/services
    • Description — optional; e.g. "Groceries", "Household items"
    • Date — defaults to today
  4. Tap Save.

The customer's balance increases by the entered amount.

Recording a Payment​

A payment records that the customer paid back part or all of their debt.

  1. Open the customer profile.
  2. Tap Add Transaction → Payment.
  3. Enter:
    • Amount — the payment amount
    • Description — optional; e.g. "Cash payment"
    • Date — defaults to today
  4. Tap Save.

The customer's balance decreases by the payment amount.

Printing a Statement​

  1. Open the customer profile.
  2. Tap Print Statement.
  3. A formatted statement opens in a print preview:
    • Store name and logo
    • Customer name and contact
    • Statement date range
    • Transaction table (date, description, debit, credit, balance)
    • Total balance
  4. Use your system's print dialog to print or save as PDF.

Sending a WhatsApp Statement​

  1. Ensure WhatsApp is connected (see WhatsApp Guide).
  2. Open the customer profile.
  3. Tap the WhatsApp icon.
  4. Review the auto-generated statement text.
  5. Optionally edit the message.
  6. Tap Send.

The customer receives the statement on their WhatsApp number.

Balance Explanation​

Balance SignMeaningExample
Positive (+5,000)Customer owes you 5,000They bought 10,000 worth, paid 5,000
Zero (0.00)Fully settledAll debts have been paid
Negative (-500)You over-collected 500They paid more than they owed
note

A negative customer balance is unusual. It typically means a payment was entered incorrectly. Review the transaction history and add a correcting entry if needed.

Credit Limit Enforcement​

If a customer has a credit limit set and you try to add a debt that would exceed it, the app displays a warning. You can choose to:

  • Cancel the transaction
  • Override the limit (requires confirmation)

The credit limit is a soft guardrail — it does not block the transaction, only warns.

Searching Customers​

Use the search bar at the top of the Customers list. The search is instant and local — no server request is made. It filters by:

  • Name (partial match)
  • Phone number (partial match)

Deleting a Customer​

danger

Deleting a customer permanently removes them and all their transaction history from your local database. This action syncs to the server and all other devices.

  1. Open the customer profile.
  2. Tap the three-dot menu (⋮) in the top-right.
  3. Tap Delete Customer.
  4. Confirm the deletion.
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