Customers

The Customers page is your customer database — search, filter, import/export, and open full profiles with invoices, receipts, and contact actions.

In Beentara:

• Customer list: Customers → Customers (/customer)
• Add customer: floating Add Customer button → /add-customer
• Customer detail: click a row → /customer-detail/:id
• Permission: customers.read

All Customers — summary metrics, search, table, and Add Customer

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Opening the Customers page

1. Open the sidebar: Customers → Customers.
2. Or go to /customer.

You need customers.read permission.

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Page layout

Area	What it does
Customer Summary	KPI cards — total, active, inactive, receivables
Toolbar	Search, filter drawer, bulk select, overflow menu
Customer table	Name, contact, status, balance hints, actions
Add Customer	Fixed button to create a new customer
Pagination	Navigate large customer lists

Click a summary metric to filter the list by that segment.

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Customer Summary metrics

Metric	Filters to
Total Customers	All records
Active / Inactive	Status toggle
Receivables	Customers with outstanding balance
Added This Month	Recently created customers

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Search and filters

• Search bar — name, email, phone, company
• Filter drawer — entries per page, sort order, custom date range
• Global header search also filters this page when active

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Add a customer (/add-customer)

1. Click Add Customer at the bottom of the list.
2. Enter name, contact, billing/shipping addresses, and tax details.
3. Save — use the customer on invoices, quotes, orders, and CRM.

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Customer detail (/customer-detail/:id)

Click any customer row to open the profile:

Section	Contents
Header	Name, edit, delete
Quick actions	Call, WhatsApp, email, copy contact
Finance summary	Total invoiced, paid, pending, last invoice date
Invoices & receipts	Linked billing history
Orders	Order history where applicable
Documents	Uploaded files (e.g. PDF)

From detail you can jump to Create invoice or contact the customer directly.

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Import and export

Action	Path
Import Customers	Overflow menu (⋮) → upload Excel
Export	Overflow menu → download customer data

Use the sample file from the import dialog for correct columns.

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Bulk delete

1. Enable Select mode and check customer rows.
2. Click Delete selected.

Delete blocked

Customers linked to invoices, receipts, or orders may be protected — Beentara shows a blocked message. Deactivate (Inactive) instead of delete when possible.

Troubleshooting: Bulk delete blocked

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Link to billing and CRM

From customer	Go to
Create invoice	Invoices → Create Invoice (select customer)
Record payment	Invoice detail → Record payment
CRM enquiry	CRM → Add Enquiry (link or match customer)

Guides: Invoices · CRM

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Common mistakes

Mistake	Fix
Customer not in invoice dropdown	Save customer as Active; refresh invoice form
Import failed	Match Excel columns to sample file
Cannot delete customer	Remove or reassign linked invoices first
Wrong phone on WhatsApp invoice	Update customer record before Resend

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Related guides

Feature	Guide
CRM	CRM
Invoices	Invoices
Quote to cash	Quote to cash
Portal	Customer portal

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Frequently asked questions

How do I import customers into Beentara?

On the Customers page, open the overflow menu and choose Import Customers, then upload your Excel file.

How do I delete multiple customers?

Use bulk select checkboxes and Delete selected — customers linked to invoices may be protected.

Where do I see a customer's outstanding balance?

Open customer detail — the finance summary shows pending amounts and invoice history.