Client Detail¶

The Client Detail page displays the complete profile of a client, including personal information, business details, financial data, and activity history. It allows you to review client information and perform actions such as editing or managing transactions.

Summary¶

Use this page to review a client's complete profile before you perform billing, payment, or account decisions. It combines identity, contact, and financial information in one place.

When to use this page¶

Viewing a client’s full profile and details
Checking balance, discounts, and financial limits
Reviewing client identification and business information
Accessing client-related actions such as editing or transactions

How to access this page¶

Go to Business → Clients from the sidebar.
On the Client List page, click on any client row or name.

The system will open the Client Detail page.

Step-by-step instructions¶

Open Business -> Clients from the sidebar.
Select the target client from the list.
Review personal and business details for accuracy.
Check balance and discount limits before creating new transactions.
Use available actions such as Edit Client or Create Invoice as needed.

Field reference¶

SKU - System-generated client identifier used for tracking.
Client Name - Primary display name for the client record.
Phone Number - Main contact number used for communication and SMS.
Balance - Current financial balance for the client account.
Discount limits - Maximum rate and amount allowed for invoice discounts.

Page Overview¶

The page is typically divided into multiple sections:

Personal Information
Business Details
Balance & Discount Information
Activity / Transactions (if available)

Personal Information¶

This section displays the client’s basic information.

Field	Description
SKU	Unique client ID generated by the system
Client Name	Full name of the client
Status (Is Enabled)	Shows whether the client is active or inactive
Send SMS	Indicates if SMS notifications are enabled
Business Name	Client’s business or trade name
Phone Number	Primary contact number
Alternative Phone	Secondary contact number
Email	Client’s email address

Business Details¶

This section contains identity and contract-related information.

Field	Description
NID Number	National ID number of the client
NID Card Front Photo	Front image of the client's NID card
NID Card Back Photo	Back image of the client's NID card
Client Photo	Profile photo of the client
Start Date	Start date of the client relationship
End Date	End date of the client relationship (if any)

Note

Uploaded images help verify client identity and should be clear and readable.

Balance and Discount Information¶

This section shows the client’s financial status and limits.

Field	Description
Balance	Current financial balance of the client
Commission Balance	Commission-related balance
Upper Balance Limit	Maximum allowed balance
Lower Balance Limit	Minimum allowed balance
Discount Total	Total discount applied (auto-calculated)
Discount Max Rate	Maximum allowed discount percentage
Discount Max Amount	Maximum allowed discount amount

Available Actions¶

From the Client Detail page, you can perform the following actions:

Action	Description
Edit Client	Modify the client’s information
Create Invoice	Create a new invoice for this client
View Transactions	Check transaction history
Enable / Disable Client	Change the client’s active status

Tips

* The SKU is system-generated and cannot be changed.
* Financial fields such as Discount Total are calculated automatically.
* If a client is inactive, they may not appear in invoice selection lists.

Warning

Make sure the Phone Number is correct before enabling Send SMS, as this number will receive automated SMS notifications.

Add Client — Create a new client
Edit Client — Update client information
Client Reports — Analyze client activity and financial data