Customers

Manage your customer database with contact details, GST info, and transaction history.

1 min readUpdated 2025-12-01

Adding Customers

To add a new customer:

  1. 1Go to Sales > Customers from the sidebar
  2. 2Click 'Add Party'
  3. 3Enter the customer name (required)
  4. 4Select the party type as 'Customer'
  5. 5Add phone, email, and address details
  6. 6Enter their GSTIN for B2B transactions
  7. 7Set billing and shipping addresses
  8. 8Click 'Save'

Customer Balances

ZentBill tracks how much each customer owes you. The customer list shows outstanding balances — this is the total of unpaid invoices minus any advance payments or credit notes. You can click on any customer to see their full transaction history.

Tip:Send automated payment reminders to customers with overdue invoices from the invoice detail page.
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