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