Clients
Multi-company | Multi-branch | Multi-currency ready
Quick Entry

Clients

Dashboard, client list, credit profile, billing actions, and AR follow-up.

New Customer Create Invoice AR Aging Export
Active Clients
3
Credit Limit
PHP 900,000.00
Watchlist
1
VATable Clients
1

Client List

Customer profiles with credit limits, tax classification, class, currency, and default AR account.
Customer ID Name TIN Tax Classification Contact Email Phone Terms Credit Limit Credit Status Currency Class AR Account Actions
CUST-001 North Harbor Trading 000-345-111-000 12% Angela Reyes billing@northharbor.test +63 917 100 2040 30 Days 500,000.00 Within Limit PHP MANILA A/Trade-Billing Invoice
CUST-002 Blue Anchor Logistics 000-888-221-000 zero-rated Mark Lim billing@blueanchor.test +63 922 881 1130 60 Days 250,000.00 Watchlist USD CEBU A/R Trade-SOA A
CUST-003 Island Prime Foods 000-744-902-000 exempt Carlo Dizon ap@islandprime.test +63 945 221 0199 90 Days 150,000.00 Within Limit PHP PAMPANGA A/R Trade-Debit Note

Client Workflow

Create client Create invoice Receive payment AR aging

Tracked Fields

Tax classification Credit limit Payment terms Branch class Currency Default AR account