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Customer Management Overview

Learn how to manage your customer database in LKG Billing.

👥 What are Customers?​

Customers are the individuals or businesses you provide services to and invoice. The Customer Management section helps you:

  • Store customer contact information
  • Track customer transaction history
  • Organize customers for easy access
  • Generate customer-specific reports

📋 Customer List View​

When you navigate to the Customers section, you'll see a list of all your customers.

Customers List

###List Features

  • Search Bar - Quickly find customers by name, email, or phone
  • Filter Options - Sort by name, date added, or total transactions
  • Add Customer Button - Create new customer records
  • Customer Cards/Table - View all customer details at a glance

Each customer entry typically shows:

  • Customer name
  • Email address
  • Phone number
  • Total invoices
  • Total amount
  • Last transaction date

🔍 Searching for Customers​

Use the search functionality to quickly find a customer:

  1. Click in the Search box
  2. Type customer name, email, or phone number
  3. Results filter automatically as you type

Example searches:

  • John - Find all customers named John
  • @gmail.com - Find all Gmail customers
  • +91 - Find all customers with Indian phone numbers

📊 Customer Information​

Click on any customer to view their complete profile:

  • Contact Information - Name, email, phone, address
  • Business Details - Company name, tax ID (if applicable)
  • Invoice History - All invoices sent to this customer
  • Payment History - All payments received
  • Total Statistics - Lifetime value, outstanding balance

🎯 Common Customer Actions​

Add New Customer​

Learn how to create a new customer.

Edit Customer​

  1. Find the customer in the list
  2. Click the Edit button (pencil icon)
  3. Update the information
  4. Click Save

Delete Customer​

  1. Find the customer in the list
  2. Click the Delete button (trash icon)
  3. Confirm the deletion
Delete Warning

Deleting a customer will not delete their associated invoices, but you won't be able to create new invoices for them.

View Customer Invoices​

  1. Click on the customer name
  2. Scroll to the Invoices section
  3. View all invoices for this customer

💡 Customer Management Tips​

Best Practices
  1. Complete Information - Fill in as many details as possible for better record-keeping
  2. Regular Updates - Keep email and phone numbers current
  3. Use Tags/Notes - Add notes to remember important customer preferences
  4. Backup Data - Regularly export customer data for backup

📤 Importing Customers​

If you have existing customer data:

  1. Prepare a CSV file with customer information
  2. Go to Settings → Import/Export
  3. Choose Import Customers
  4. Upload your CSV file
  5. Map the columns to match the required fields
  6. Click Import

CSV Format Example:

Name,Email,Phone,Address,City,State,Pincode
John Doe,john@example.com,+91-98765-43210,"123 Main St",Mumbai,Maharashtra,400001
Jane Smith,jane@example.com,+91-98765-43211,"456 Park Ave",Delhi,Delhi,110001

🚀 Next Steps​

Ready to add customers? Click Next to learn how to create a new customer! 👉