Introducing Timart POS A Smarter, More Convenient Way to Run Your Sales and Inventory Seamlessly.
Introducing Timart POS A Smarter, More Convenient Way to Run Your Sales and Inventory Seamlessly.
Introducing Timart POS A Smarter, More Convenient Way to Run Your Sales and Inventory Seamlessly.
Introducing Timart POS A Smarter, More Convenient Way to Run Your Sales and Inventory Seamlessly.
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📅Updated September 15, 2025

How to Add a New Customer on the Debt Book (Desktop)

Before recording debts or deposits, you need to add customers to your Debt Book. Adding customers ensures accurate tracking of credit history, payments, and limits.

 

 

Steps to Add a New Customer

  • Step 1: Go to the Homepage.

  • Step 2: On the side menu bar, click Debt Book.

  • Step 3: Click + Add New Customer.

  • Step 4: Enter the customer’s Name and Phone Number.

  • Step 5: To add multiple phone numbers, click Add New Number.

  • Step 6: (Optional) Set a Customer Credit Limit by enabling the feature.

  • Step 7: Enter the customer’s Email and Address (optional but recommended for better record keeping).

  • Step 8: When done, click Save to finish.

 

 

Troubleshooting

  • Unable to save customer: Ensure all required fields (Name and Phone Number) are filled.

  • Credit limit not saving: Confirm that you enabled the credit limit feature before entering the amount.

 

 

FAQs

Q: Is the email address mandatory when adding a customer?
A: No, it’s optional. However, adding an email makes it easier to share reports with customers.

Q: Can I edit customer details later?
A: Yes, you can edit customer information at any time from their profile.

Q: Can I set different credit limits for different customers?
A: Yes, each customer can have a unique credit limit.