Customers Overview

The Customers module stores all customer information. Every work order, quotation, and invoice must be linked to a customer.

Accessing Customers

In the left sidebar, go to Customers → Customers.

Customer List

Column	Description
Code	Customer code (monospace)
Name	Customer name, with email shown below if available
Phone	Primary phone number (or first contact person name if no direct phone)
Address	Full address (street, city, province, postal code, country)
Balance	Outstanding unpaid amount (shown in orange if > 0)

Use the search bar to find customers by name, code, or email. Use the status buttons (All / Active / Inactive) to filter by active status. A group filter narrows the list to one customer group.

Import and export

On Customers → Customers, open Actions in the top-right corner.

Action	Who can use it	Result
Import Excel	Users who can add a customer	Opens Import customers
Export Excel	Anyone who can open the list	Downloads customers.xlsx

Export Excel

The file contains the customers that match the search, group, and status filters on the list, not only the current page. If more than 5,000 customers match, narrow the filters and export again.

The sheet is named Customers. Columns are code, name, groups, email, phone, address, city, province, country, postal_code, tax_id, notes, is_active, contact_name, contact_phone, contact_email, and contact_position. One row is one customer. The contact columns are the primary contact.

Import Excel

Import customers creates one customer from each data row. A customer code is assigned automatically. A code column in the file is ignored.

1. Click Download sample. The file is customers-import-sample.xlsx. The Customers sheet has the column headers and two example rows.
2. Replace those example rows with your customers. Keep the header names exactly as they are. The Guide sheet explains each column.
3. Drop the .xlsx file into the modal, or browse for it. The file must be .xlsx and 5 MB or smaller, with at most 1,000 customer rows.
4. Click Import.

Column	Required	What to enter
name	Yes	Customer name, 2–255 characters. It must be unique in the file and in the customer list.
groups	No	Group names separated by commas, for example Importer, Shipper.
email	No	Customer email.
phone	No	Phone, for example +628115550101.
address	No	Street address, up to 500 characters.
city, province, country	No	Up to 100 characters each.
postal_code	No	Up to 20 characters.
tax_id	No	Tax ID, up to 30 characters.
notes	No	Internal notes, up to 5,000 characters.
contact_name	When any contact column is filled	Contact person, 2–255 characters.
contact_phone	No	Contact phone.
contact_email	No	Contact email.
contact_position	No	Job title, up to 100 characters.

Rows that import successfully are saved even when other rows fail. Remove the saved rows from the file before you upload the corrected ones. The modal lists each failed row with its spreadsheet row number and the reason, for example a duplicate name or a missing contact name.

Customer Detail Page

Click any customer row to open their detail page.

Stats bar

Three summary cards are shown at the top of every customer detail page:

Card	Description
Outstanding	Total unpaid invoice amount and count of unpaid invoices
Overdue	Total overdue invoice amount and count of overdue invoices
Total Payments	Total payments received and count of payments

Tabs

The detail page has four tabs:

Tab	Content
Overview	Customer information, contacts, notes, and quick info sidebar
Quotations	All quotations for this customer, with a link to the linked Customer PO per quotation row
Work Orders	All work orders for this customer
Transactions	Transaction ledger — invoices (debit) and payments (credit) with running balance

Overview tab

The Overview tab shows:

• Identity — Code, Name, Groups, Email, Phone, Tax ID
• Address — Street, City, Province, Country, Postal Code (only shown if at least one address field is filled)
• Contacts — List of contact persons (see below for full details)
• Notes — Internal notes (only shown if filled)
• Quick Info sidebar — Company name, city/country, email, phone, Tax ID, and created date

Contacts card

The Contacts card shows the count of contacts in its header. Each contact card displays: Name, Position / Title, Phone, and Email. The primary contact always appears first and is highlighted with a blue background and a green Primary badge.

Adding a contact

Click Add in the Contacts card header to open the Add Contact modal. Fill in:

Field	Required	Description
Name	✅	Contact person’s full name
Position / Title	—	Job title or role
Phone	—	Phone number
Email	—	Email address
Set as primary contact	—	Toggle to mark this contact as primary

Click Add Contact to save.

Editing a contact

Click the pencil icon on any contact to open the Edit Contact modal. The same fields are available. The Set as primary contact toggle is only shown when the customer has more than one contact. Saving with this toggle enabled will automatically demote the previous primary contact.

Click Save Changes to apply.

Deleting a contact

Click the trash icon to remove a contact. A confirmation dialog will appear before deletion.

Caution

The delete button is only visible on non-primary contacts. To delete a primary contact, first edit another contact and set it as primary, then delete the old one.

Quotations tab

Columns: Number, Sub Total, Valid Until, Date, Customer PO (linked PO number if exists), Status.

Work Orders tab

Columns: WO Number, Service, Date, Status.

Transactions tab

Shows a combined ledger of invoices and payments sorted newest first.

Columns: Date, Reference, Description (with INV or PAY badge), Debit, Credit, Balance.

Rows are clickable — clicking any row opens the related invoice.

Actions on the Detail Page

Button	Description
Statement	Download a customer account statement PDF for a selected date range
Edit	Open edit form for all customer fields
Delete	Permanently remove the customer

Next Steps

• Add a Customer
• Customer Purchase Orders