Customer profiles
Save contact, address, GST, PAN, customer type, credit limit, farm size and crop information.
Customers | Product guide
Manage farmer, distributor and retailer profiles, opening balances, credit, invoices, payments, returns and shareable customer views.
What you can do
Opening balances
Record debit when the customer owes you or credit when the customer has paid in advance.
Ledger activity
Review purchases, payments, advance, return credit, due dates and deleted-entry indicators.
Collection and sharing
Collect payments, allocate credit, generate receipts and share customer dashboard links.
Step-by-step
Create the customer once, then use the detail page as the source of truth for credit activity.
Select Customers → Add Customer
Enter the customer name and choose Farmer, Distributor or Retailer.
Add useful contact and tax details
Enter phone, email, address, city, state, pincode, GST and PAN when relevant.
Set credit and opening balance
Add a credit limit. For old balances, choose Dr if the customer owes the shop or Cr for advance money.
Save and open the customer
Use the customer detail page to create a sale, collect payment, review ledger activity or share a dashboard.
When to use it
- Managing farmer udhari
- Tracking advance payments and return credit
- Sharing an invoice and statement view with a customer
Tips
- Verify the phone number before sharing invoices or dashboard links.
- Use the payment receipt after collecting cash, UPI or bank payment.
Common mistakes
- Reversing Dr and Cr when entering an opening balance.
- Recording a payment against the wrong customer or with the wrong date.
Frequently asked questions
Can customer return credit be used later?
Yes. Available return credit is shown in collection and can be applied according to the payment workflow.
Can I delete a customer with transaction history?
Kroply protects transaction integrity. Deletion may be blocked or handled as a soft delete when related records exist.