Sales
Customers
Manage your customer database in E-Fatorah, from adding customers to tracking balances and purchase history.
Updated 13 Aug 2026
Description
The Customers page brings together all customer data for your business in one place, helping you track their balances, previous invoices, and communicate with them directly via WhatsApp or phone, supporting credit sales and loyalty programs.
Page Components
- Search bar by name or phone number.
- "Add New Customer" button.
- A table showing customer name, phone number, outstanding balance, last purchase.
- Customer detail page: invoice history, returns, balance.
- A call or WhatsApp message icon next to each customer.
Adding a New Customer
- Click the "Add New Customer" button.
- Enter the customer's name, phone number, and tax number if applicable.
- Set the allowed credit limit if they buy on credit.
- Click "Save" to add the customer to the list.
Searching and Tracking Balance
- Use the search bar for quick access to a specific customer's data.
- Open the customer's profile to view their full invoice and return history and current balance.