Clients
All help topics
Client kaise create kare?
**Client = aapka customer** (jisko aap bechte / invoice karte ho).
### Web (Windows / Mac / Linux browser)
1. Top menu → **Clients** (`https://snapbilling.gryzion.com/customers`)
2. **Add / New Client**
3. Name, Phone, Address, GSTIN (optional), Opening Balance + Balance Type (toReceive / toPay / Clear)
4. **Save**
### Android / iOS app
1. **☰ Side menu** → **Clients**
2. **+ Add Client**
3. Same fields bharein → **Save**
### Shortcut
Sale / New Invoice screen pe bhi **New Client** se create ho sakta hai.
Data cloud sync — web pe banaya client phone app me dikhega (login same ho).
Related: Client **Ledger** (khata) · Client **Wallet** (advance).
Clients (Web)
Customer kaise add kare mobile me?
**Client = aapka customer** (jisko aap bechte / invoice karte ho).
### Web (Windows / Mac / Linux browser)
1. Top menu → **Clients** (`https://snapbilling.gryzion.com/customers`)
2. **Add / New Client**
3. Name, Phone, Address, GSTIN (optional), Opening Balance + Balance Type (toReceive / toPay / Clear)
4. **Save**
### Android / iOS app
1. **☰ Side menu** → **Clients**
2. **+ Add Client**
3. Same fields bharein → **Save**
### Shortcut
Sale / New Invoice screen pe bhi **New Client** se create ho sakta hai.
Data cloud sync — web pe banaya client phone app me dikhega (login same ho).
Related: Client **Ledger** (khata) · Client **Wallet** (advance).
Clients (Web)
Web pe client kahan se banaye?
**Client = aapka customer** (jisko aap bechte / invoice karte ho).
### Web (Windows / Mac / Linux browser)
1. Top menu → **Clients** (`https://snapbilling.gryzion.com/customers`)
2. **Add / New Client**
3. Name, Phone, Address, GSTIN (optional), Opening Balance + Balance Type (toReceive / toPay / Clear)
4. **Save**
### Android / iOS app
1. **☰ Side menu** → **Clients**
2. **+ Add Client**
3. Same fields bharein → **Save**
### Shortcut
Sale / New Invoice screen pe bhi **New Client** se create ho sakta hai.
Data cloud sync — web pe banaya client phone app me dikhega (login same ho).
Related: Client **Ledger** (khata) · Client **Wallet** (advance).
Clients (Web)
Naya client option kahan hai?
**Client = aapka customer** (jisko aap bechte / invoice karte ho).
### Web (Windows / Mac / Linux browser)
1. Top menu → **Clients** (`https://snapbilling.gryzion.com/customers`)
2. **Add / New Client**
3. Name, Phone, Address, GSTIN (optional), Opening Balance + Balance Type (toReceive / toPay / Clear)
4. **Save**
### Android / iOS app
1. **☰ Side menu** → **Clients**
2. **+ Add Client**
3. Same fields bharein → **Save**
### Shortcut
Sale / New Invoice screen pe bhi **New Client** se create ho sakta hai.
Data cloud sync — web pe banaya client phone app me dikhega (login same ho).
Related: Client **Ledger** (khata) · Client **Wallet** (advance).
Clients (Web)
How to create a client in Snapbilling?
**Client = aapka customer** (jisko aap bechte / invoice karte ho).
### Web (Windows / Mac / Linux browser)
1. Top menu → **Clients** (`https://snapbilling.gryzion.com/customers`)
2. **Add / New Client**
3. Name, Phone, Address, GSTIN (optional), Opening Balance + Balance Type (toReceive / toPay / Clear)
4. **Save**
### Android / iOS app
1. **☰ Side menu** → **Clients**
2. **+ Add Client**
3. Same fields bharein → **Save**
### Shortcut
Sale / New Invoice screen pe bhi **New Client** se create ho sakta hai.
Data cloud sync — web pe banaya client phone app me dikhega (login same ho).
Related: Client **Ledger** (khata) · Client **Wallet** (advance).
Clients (Web)
Client master kaise banaye Android iOS Windows pe?
**Client = aapka customer** (jisko aap bechte / invoice karte ho).
### Web (Windows / Mac / Linux browser)
1. Top menu → **Clients** (`https://snapbilling.gryzion.com/customers`)
2. **Add / New Client**
3. Name, Phone, Address, GSTIN (optional), Opening Balance + Balance Type (toReceive / toPay / Clear)
4. **Save**
### Android / iOS app
1. **☰ Side menu** → **Clients**
2. **+ Add Client**
3. Same fields bharein → **Save**
### Shortcut
Sale / New Invoice screen pe bhi **New Client** se create ho sakta hai.
Data cloud sync — web pe banaya client phone app me dikhega (login same ho).
Related: Client **Ledger** (khata) · Client **Wallet** (advance).
Clients (Web)
Client edit / delete kaise kare?
**Edit:** Clients list → client open → Edit → save.
**Delete:** Client open → Delete → confirm. Related wallet/ledger cleanup soft-delete style ho sakti hai. Bills hone pe carefully delete karein.
Web: `https://snapbilling.gryzion.com/customers` → open client → status/edit.
App: Side menu → Clients → open → edit/delete.
Clients
Customer details update kaise kare?
**Edit:** Clients list → client open → Edit → save.
**Delete:** Client open → Delete → confirm. Related wallet/ledger cleanup soft-delete style ho sakti hai. Bills hone pe carefully delete karein.
Web: `https://snapbilling.gryzion.com/customers` → open client → status/edit.
App: Side menu → Clients → open → edit/delete.
Clients
Client ledger kahan dekhe?
**Ledger / Khata**
- Web: Clients → open client → **Ledger** (`/customers/{id}/ledger`) ya status page.
- App: Clients → client → Ledger / Status.
Yahan Sale, Payment In, Credit Note, adjustments dikhte hain. Balance types: **toReceive** (customer dena hai), **toPay** (advance / aapka dena), **Clear**.
Wallet alag hota hai: advance cash balance (`/customers/{id}/wallet`).
Clients
Customer khata kaise check kare?
**Ledger / Khata**
- Web: Clients → open client → **Ledger** (`/customers/{id}/ledger`) ya status page.
- App: Clients → client → Ledger / Status.
Yahan Sale, Payment In, Credit Note, adjustments dikhte hain. Balance types: **toReceive** (customer dena hai), **toPay** (advance / aapka dena), **Clear**.
Wallet alag hota hai: advance cash balance (`/customers/{id}/wallet`).
Clients
Client status page kya hai?
**Ledger / Khata**
- Web: Clients → open client → **Ledger** (`/customers/{id}/ledger`) ya status page.
- App: Clients → client → Ledger / Status.
Yahan Sale, Payment In, Credit Note, adjustments dikhte hain. Balance types: **toReceive** (customer dena hai), **toPay** (advance / aapka dena), **Clear**.
Wallet alag hota hai: advance cash balance (`/customers/{id}/wallet`).
Clients
Client wallet me paise kaise add kare?
1. Client open karein.
2. **Wallet** → **Add Balance**.
3. Amount + payment mode (Cash/UPI/Bank/NEFT/RTGS) + note → Save.
4. Sale time pe wallet se deduct option use kar sakte ho (agar UI me available).
Web: `https://snapbilling.gryzion.com/customers` → client → Wallet.
App: Clients → client → Wallet.
Clients
Customer advance kaise record kare?
1. Client open karein.
2. **Wallet** → **Add Balance**.
3. Amount + payment mode (Cash/UPI/Bank/NEFT/RTGS) + note → Save.
4. Sale time pe wallet se deduct option use kar sakte ho (agar UI me available).
Web: `https://snapbilling.gryzion.com/customers` → client → Wallet.
App: Clients → client → Wallet.
Clients
Opening balance client pe kaise set kare?
Client create/edit form me:
- **Opening Balance** = amount
- **Balance Type** = toReceive (customer pehle se dena hai) / toPay (aapke paas advance) / Clear
Save ke baad ledger/status me ye base balance reflect hota hai. Phir nayi sales/payments iske upar adjust hoti hain.
Purana khata opening me kaise dale?
Client create/edit form me:
- **Opening Balance** = amount
- **Balance Type** = toReceive (customer pehle se dena hai) / toPay (aapke paas advance) / Clear
Save ke baad ledger/status me ye base balance reflect hota hai. Phir nayi sales/payments iske upar adjust hoti hain.