Account & Settings 3 min read
Managing customers & client directories
Last updated: Sept 27, 2026
Overview
Learn how to organize client records, track lifetime billing revenue, and manage customer credit limits.
Before You Begin
- Ensure you have customer GSTIN and billing addresses available.
Step-by-Step Instructions
1. Access Customer Directory
Go to WebRajya Invoice > Customer Directory.
2. Add or Edit Customer Profile
Click 'Add Customer'. Enter legal business name, billing address, contact email, phone, and GSTIN.
3. Review Client Billing History
Click on any customer name to view issued invoices, payments collected, and current outstanding balances.
Troubleshooting & Tips
Duplicate customer entry? Merge client profiles from Customer Directory > Actions > Merge.
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