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Customers

docs/solavel-finance/customers.md

Who can use this: Owner, Manager, Accountant. Approvers do not see customer records. URL / Route: /finance/customers (finance.customers.index). Detail pages: finance.customers.show, finance.customers.edit, finance.customers.create, finance.customers.store, finance.customers.update, finance.customers.quick-store. Plan / feature gate: feature:tracker.manage_customers_clients (default: enabled). Permissions: the per-page actions piggy-back on related sales permissions (sales.invoices.view, etc.). The customer record itself does not have its own permission key — it is gated by the feature flag and the sales permissions.

Purpose

Customers are the master records for everyone you sell to. Quotes, sales orders, invoices, sales receipts, credit notes, refund receipts, and customer payments all reference a customer. The customer record carries default contact details, default billing/shipping address, default tax behaviour, and (optionally) a price list.

Step by step

Browse the list

  1. Open /finance/customers. Each row shows display name, contact name, email, phone, currency, AR balance, and status.
  2. Use the search box for name, email, or tax number.
  3. Filter by status (Active / Archived) or currency.

Create a customer

Route: finance.customers.create / finance.customers.store.

  1. Click New customer.
  2. Enter the Display name (required) and pick Type: Individual or Company.
  3. Add Email, Phone, Tax number if relevant.
  4. Set the Currency for invoicing this customer. If multi-currency is off for the org, only the base currency is offered.
  5. Pick a Default tax behaviour (Standard / Zero-rated / Exempt / Reverse-charge).
  6. Optionally set a Price list if price_lists is enabled.
  7. Optionally assign the customer to a Customer group if customer_group_pricing is enabled.
  8. Add billing and shipping addresses.
  9. Save.

A faster quick-store endpoint exists (finance.customers.quick-store) — used by other forms (e.g. the New Invoice screen) when you click "+ Add new customer" inline. It captures only the bare minimum fields.

Edit a customer

Route: finance.customers.edit / finance.customers.update.

Update any field. Currency cannot be changed once the customer has transactions in another currency.

View a customer

Route: finance.customers.show.

Shows the customer's contact details and four tabs of activity:

  • Overview — current AR balance, lifetime sales, oldest unpaid invoice age.
  • Documents — quotes, sales orders, invoices, credit notes, refund receipts.
  • Payments — receipts and unallocated balances.
  • Statement — printable customer statement; can be sent by email.

Archive a customer

There is no separate "delete" — toggle the status to Archived from the Edit form. Archived customers no longer appear when creating new documents but their historical transactions remain.

Common mistakes

  • "I can't create an invoice for this customer." Most likely they are Archived — they don't appear on new-document forms. Edit the customer and toggle status back to Active.
  • "I can't change the customer's currency." Currency is locked the moment any document is posted in it. If you really need a different currency, create a second customer record (you can park the old one as Archived).
  • Wrong tax on a new invoice. Tax defaults pull from the customer record. If every new invoice is missing tax, the customer's Default tax behaviour is set to "None" or "Exempt" — fix it once on the customer.
  • Duplicate customers. Use the search box on the list page before creating — Solabooks does not auto-dedupe by name. Tax-number search is the most reliable.
  • Statement totals look wrong. Statements only count Posted documents. Drafts and Void rows are excluded — see Invoices lifecycle.

Tips

  • The customer show page has four tabs (Overview / Documents / Payments / Statement). The Statement tab can be emailed directly to the customer.
  • Use Global search (Ctrl/⌘ + K) to jump to a customer by name, email, or tax number from anywhere in Finance.
  • For bulk operations, use the import flow at /finance/customers/bulk-upload.

Behaviour and rules

  • A customer cannot be hard-deleted if any document references them. Archive instead.
  • Currency is sticky. Once a customer has any transaction in their assigned currency, you cannot change the currency.
  • Price lists apply automatically when you create an invoice or quote for a customer that has a default price list set. You can override per line.
  • Customer groups — when customer_group_pricing is on, group-level price rules apply on top of the line price.
  • Tax default — the customer's default tax behaviour pre-fills new invoice/quote lines but every line is still editable.
  • Multitenancy. Customer records belong to one organization only; switching organizations switches the entire customer list.

Permissions / restrictions

  • See and use the Customers section: feature:tracker.manage_customers_clients must be on for the org.
  • Approvers do not see this section at all.
  • The "manage" buttons (Create, Edit) appear only when the user has the corresponding sales permissions in their role-permission set; pure read-only users can browse and view.

Related

Source: docs/solavel-finance/customers.md ← All documentation