> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.posbytz.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Customers

# Customers

| Navigation: Pos Backend → Customers → Customers

* Customers are managed in this section. The customer details table displays the overview of the customers.

![](https://storage.crisp.chat/users/helpdesk/website/9ae720b538edc000/screenshot-426_7jkk90.png)

||| Note: Customers can only be deactivated, cannot be deleted. 

### Create Customer

1. Click "Create Customer" button to create a new customer and fill in the required details.

![](https://storage.crisp.chat/users/helpdesk/website/9ae720b538edc000/screenshot-427_18jyu5d.png)

* **Basic Info**: Basic information of the customer.

* **Residence Address**: Residence address of the customer.

* **Company Details**: Company details of the customer.

* **Credit Details**: Credit details of the customer.

* **Credit Limit**: Maximum credit limit of the customer.

* **Opening Credit Balance**: While creating the customer, if he/she already owes some amount of money. This amount is recorded here as opening credit balance.

![](https://storage.crisp.chat/users/helpdesk/website/9ae720b538edc000/capturejpg_1y0fy9o.jpg)

### Customer Details

Click **"View"** button to see the detailed information about a customer.

![](https://storage.crisp.chat/users/helpdesk/website/9ae720b538edc000/s1jpg_f6apmc.jpg)

![](https://storage.crisp.chat/users/helpdesk/website/9ae720b538edc000/s2jpg_1wikkqa.jpg)
### Customer Transactions

Click **"Transactions"** button. Sale transactions related to a customer are listed here. Click the "Export" button to export the Customer-wise transaction report.

![](https://storage.crisp.chat/users/helpdesk/website/9ae720b538edc000/s3jpg_whlk0z.jpg)
### Customer Credits

Customer credit and debit information are managed here. Customer credit and debit amount can be adjusted by clicking "Add" button.

![](https://storage.crisp.chat/users/helpdesk/website/9ae720b538edc000/s4jpg_tunlaq.jpg)
|| Note: If the customer outstanding is in minus (-), you have to pay to the customer or if it is in plus (+), the customer have to pay you.

* **Type**: Select the transaction type from the dropdown.

* **Credit**: Credit given to the customer.

* **Payment**: Payment received from the customer.

* **Amount**: Enter the amount.

* **Payment Method**: Choose the mode of payment from the dropdown.

* **Notes**: Reference notes for the transaction.

![](https://storage.crisp.chat/users/helpdesk/website/9ae720b538edc000/s5jpg_1r1y92n.jpg)

![](https://storage.crisp.chat/users/helpdesk/website/9ae720b538edc000/s6jpg_qk6jnk.jpg)
### Customer Item Sales

All items bought by a customer are listed here. Click the "Export" button to export the Customer Item Sales report.

![](https://storage.crisp.chat/users/helpdesk/website/9ae720b538edc000/d3jpg_84h4b7.jpg)