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Bill It Bharat · Customers

Customer Management for Everyday Billing

Maintain a customer list and find customer details during billing to reduce repeated entry.

Make returning customers easier to serve — Keep customer details accessible where your billing and ordering workflows support them.
Illustration built with a real application screen.
Inside the product

Make returning customers easier to serve

Keep customer details accessible where your billing and ordering workflows support them.

What this solves

A simpler way to manage customers

Repeat customers should not need their basic information typed again with every purchase.

Create and manage customer records, search by existing contact details where supported and choose a customer during checkout. Customer-related records remain part of the business workflow.

  • Customer Master for regular buyers
  • Customer lookup during sales
  • Customer-linked invoice details
  • Support for repeat sales workflows
Actual merchant billing screen including the customer details section.
Actual merchant billing screen including the customer details section. View full image ↗

Real application capture using demo/sample data; your workspace may differ.

Your next steps

How it works

Create or select a customer profile.

Look up the customer while making a bill.

Review the invoice and save the transaction.

Connected tools

Explore related capabilities

Straight answers

Frequently asked questions

Can customers be selected at checkout?

Yes. The billing workflow supports customer selection.

Is JanOrder customer sign-in the same thing?

No. The JanOrder customer profile is a separate customer-side experience.

Make your workday simpler

Explore Customers and the other tools in Bill It Bharat.

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