DigitalNation BMS — Customers

The customer says: “I paid 5,000.”

You say: “No, it was 3,500.”

He says: “Last week.”

You say: “Last month.”

Both of you convinced. Both of you remembering your own version. But neither of you has proof.

It looks like a small argument — a dispute over 1,500 rupees. But think about what’s really happening:

• Every argument costs you credibility
• Every “maybe” damages the relationship
• Every “I don’t remember” means that customer won’t come back

And the biggest loss of all? Whoever hears this story — they won’t come either.

DigitalNation BMS (Business Management Software) ends all of this.

The customer walks in. You type his name. The screen shows:

• When he came — every purchase, with dates
• What he bought — every product, itemized
• What he paid — every payment, tracked
• What he owes — the exact balance, at a glance

You turn the phone toward him. He looks. “Oh, haan, theek hai.”

No argument. No embarrassment. No lost customer.

Just clean numbers.

Every customer, a complete record

In BMS, every customer gets:

• Full ledger — every purchase and payment, dated
• Live balance — what’s owed, what’s in advance
• Udhaar breakdown — which sale still has an outstanding balance
• Promised Payment Date (PPD) — when they said they’d pay
• WhatsApp reminders — one click, message ready
• Credit / advance — accept advance payments, applies to future purchases
• CNIC and photo — for installment plans
• Phone and address — for verification and records

No notebooks. No scrolling through WhatsApp. Everything behind one customer’s name.

What you can do with a customer

Before & After BMS

Same customers. Same relationships. Just clean accounts.

DigitalNation Support — when a customer’s account gets messy

Sometimes there’s a disagreement. Sometimes an old record looks wrong.

Don’t worry. DigitalNation Support is with you:

• Verify the record
• Correct any wrong entry
• Reverse transactions to restore the right balance
• Via WhatsApp or call, quickly

We never change your data silently. Every correction is dated and logged.

How to add a new customer

Step 1: Go to Customers from the dashboard

Step 2: Click “+ New Customer”

Step 3: Fill in the details:

Step 4: Click “Save”

Done! The customer appears in your list.

Recording a customer payment

Step 1: From the customer list, click a customer

Step 2: Click “💵 Record Payment”

Step 3: Enter payment details:

• Amount — how much was received
• Method — Cash / JazzCash / EasyPaisa / Bank
• Transaction ID — for non-cash
• Receipt photo — optional
• Notes — anything specific

Step 4: Click “Save” — balance updates automatically

⚠️ Important: If the customer has multiple due sales, the system applies payment to the oldest sale first (FIFO). This keeps accounts clean.

Sending a payment reminder

When: The promised date has arrived, or the amount has been pending too long.

How:

1. Open the customer
2. Click “📱 WhatsApp Reminder”
3. The message is auto-prepared (name, amount, date)
4. You can edit it
5. Click “Send” — WhatsApp opens

💡 Pro tip: Send reminders after 10 AM. Customers read them in their free time and respond faster.

Searching for a customer

Type in the search bar:

• Name — “Ahmed”
• Phone — “0300”
• CNIC — “42101”
• Or any part

Instant results.

Customer detail page — what to look at

When you click a customer:

Editing a customer

When: Wrong number, changed address, or name spelling correction.

How:

1. Open the customer
2. Click the ✏️ Edit icon
3. Make the changes
4. Click “Save”

Deleting a customer

⚠️ Warning: Deleting a customer also removes all their records, sales, and payments.

Better: If the customer is inactive but you want to keep the history — use “Deactivate”. They hide from the list, but the records stay preserved.

If it was a completely wrong entry:

1. Open the customer
2. Click the 🗑️ Delete icon
3. Confirm

Viewing a customer’s ledger

When: The customer walks in and says — “Show me my full account.”

How:

1. Open the customer
2. Click the “Ledger” tab
3. Full history — every purchase, every payment, every balance
4. Click “PDF” to print or save

Hand that paper to your customer — it builds trust and keeps your business looking professional.

💡 Pro tip: Send monthly ledger PDFs to regular customers via WhatsApp. Keeps everyone on the same page.

Import customers from CSV

When: Your old customers are sitting in an Excel sheet.

How:

1. On the Customers page
2. Click “Import / Export”
3. Download the “Empty Template”
4. Fill in customer details in Excel
5. Click “Import” to upload

💡 Pro tip: First import 5-10 customers to test. Once it works, import the rest.

Frequently asked questions

Important notes

💡 Every customer, their own account You can have multiple customers with the same name — create separate accounts for each. Identify them by color, number, or CNIC.

💡 When recording payments Always record the payment against the right customer’s account, not from the counter. This keeps history clean.

💡 Always keep CNIC on file If you’re offering installment plans, CNIC is mandatory — it’s legal protection for both you and the customer.

💡 Record payments immediately Enter the customer’s payment right when they pay. “I’ll do it later” means you’ll forget.

💡 Deactivate, don’t delete Old customers you no longer serve — deactivate. Their sales and payment history stay intact.

Flow

Day one:
  Add customer → name, phone, CNIC
      ↓
First sale:
  Counter or registered → ledger builds automatically
      ↓
First payment:
  Record amount → balance updates
      ↓
Every month:
  Reminder → payment → history preserved
      ↓
When needed:
  Ledger PDF → hand it to the customer
      ↓
Result:
  No arguments. No losses.
  Customer trust — stronger than ever.

Related sections

• Sales — Counter and registered sales
• Installments — Sell on installment plans
• Collection — Daily collection and overdue tracking
• Customer Portal — Customer’s own account view
• Reports — Customer ledger reports

Next: Purchases — Buy from suppliers, keep every record intact