Customers & Suppliers

Manage customer and supplier profiles, track balances, and import contacts.

Customers

1. Click Customers under People.
2. Click Add to create a new customer with name, email, phone, address, and tax number.
3. Save the customer. They will appear in sales, POS, and quotation customer dropdowns.

Customer records track:

• Total sales and payments
• Due balance (amount owed by customer)
• Return due balance
• Transaction history via reports

Pay Customer Due

When a customer owes money across multiple sales, use Pay Due from the customer row to record a lump-sum payment applied to outstanding invoices.

Import Customers (CSV)

1. Click Import on the customers list.
2. Download the sample template from Sidebar → People → Customers → Import (sample template).
3. Fill in customer data and upload the CSV.

Suppliers

Manage supplier (provider) profiles used in purchases. Track purchase history, payments, and due balances.

1. Click Suppliers under People.
2. Add supplier details: name, email, phone, address, tax number.
3. Use Pay Due to settle outstanding supplier balances.

Import Suppliers (CSV)

Use the import feature with template at Sidebar → People → Suppliers → Import (sample template).

System Users

Manage application users who can log in to Probiz365. Assign roles to control permissions. See Users & Permissions.