Sales & Invoicing 3 min read
How to Manage Customers & Credit Terms
Set up your customer directory with contact information, billing addresses, NTN details, and standard payment credit terms.
Before You Start (Prerequisites)
- Active organization membership with Sales permissions
Step-by-Step Instructions
1
Open Customers View
From the dashboard sidebar, expand "Sales" and click "Customers".
2
Click New Customer
Click "+ New Customer" to open the creation drawer.
3
Enter Customer Profiles
Enter the Customer Name, Email, Phone number, and Pakistani tax identifiers (NTN/STRN if B2B corporate).
4
Set Default Payment Terms
Configure default payment terms (e.g. Net 15, Net 30, Due on Receipt). This will auto-populate due dates on subsequent invoices.