Add Your First Customer
Name, phone, CNIC — 2 minutes to register a customer. Full ledger builds automatically.
DigitalNation BMS — Add Your First Customer
Add your first customer in BMS within 2 minutes — name, phone, CNIC, and opening balance (if there’s old credit). A registered customer’s full ledger builds automatically — every purchase, every payment, every due. This tutorial walks you through digitizing your customer accounts.
“Bhai, likh lo mera hisaab.” That one line is where your business and your ledger meet. Put them in the system once — and they never leave your pocket again.
Step 1: When to Register a Customer
Two kinds of customers walk through your door:
| Type | When to register |
|---|---|
| Walk-in | Paid once, walked out — you never got the name |
| Registered | Takes credit, comes back — you need a ledger |
If money is owed, register them. Walk-ins don’t need a record — registered customers do.
Step 2: Start a New Customer
Location: /vendor/customers
Capture: Customer grid + "Add Customer" button
Open Customers → click Add Customer.
Step 3: Basic Details
Location: /vendor/customers/new
Capture: Name + phone + CNIC fields
Three fields — name is required, the rest optional:
| Field | Why it matters |
|---|---|
| Name | The title of their ledger |
| Phone | For reminders — also WhatsApp |
| CNIC | Required for large credits |
Tip: Enter the full phone number (03XX-XXXXXXX) — WhatsApp reminders go to this number.
Step 4: Opening Balance (If You Already Have a History)
Location: /vendor/customers/new → Balance
Capture: Opening balance input + type selector
If this customer already owes you — or already paid you in advance:
- Due — money they owe you
- Advance — money they’ve already paid ahead
For new customers: leave it empty — no history, no balance.
Step 5: Save
Location: /vendor/customers/new → Bottom
Capture: Save button + success toast
Click Save. Done — the customer is in the system, and their ledger is now in your hands.
Where Will This Customer Appear?
| Where | What it does |
|---|---|
| Sale form | Type the name → this customer autocompletes |
| Customer ledger | Every purchase, every payment — full history |
| Reports | “Who owes me what?” — one click |
Frequently Asked Questions
How do I move my shop's customer accounts to business software in Pakistan?
In BMS, go to Customers → Add Customer — name, phone, CNIC, and if there’s old credit, the opening balance. The moment you save, the customer’s full ledger builds automatically — every purchase, every payment, every outstanding amount. Replace your notebook forever.
Can I edit a customer later?
Yes — name, phone, CNIC, all editable. History stays intact.
Is CNIC mandatory for every customer?
Not required, but always take it for large credits — it protects you. For installment customers, CNIC is mandatory.
I forgot an old udhaar — can I still add it?
Yes. Open the customer, use “Adjust Balance” to bring in any old dues.
Can I show the customer their own ledger?
Yes — in Customer Detail, build the “Ledger PDF” and send on WhatsApp. Or use the Customer Portal for them to see it themselves.
Flow
Customer ← Name ← Phone ← CNIC ← Balance ← SaveRelated Sections
- Customers Guide — Ledger and udhaar deep-dive
- First Sale — Sell to this customer
- First Product — Add inventory first
Next: Make Your First Sale →