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Customers: details, credit limit and balance
Credit limit and current balance are the two fields that decide whether you can submit an invoice for a customer.
How do I add a customer in Pashkateb?
From Relations → Customers, click Create New. Name and primary phone are required; everything else is optional. Save, and the code is generated for you.
Where to find it
Relations → Customers, or /dashboard/customers.
Permissions: customers:view to see it, customers:add to create, customers:edit to change.
The form, field by field
| Field | Required? | Details |
|---|---|---|
| Customer ID | — | Generated automatically, display only |
| Custom Customer Code | No | Your own numbering, if you have one |
| Customer Name | ✅ | The main name |
| Arabic Name | No | Used in the Arabic interface and on invoices |
| Tax ID | No | Appears on the printed invoice |
| No | The system validates the format | |
| Primary Phone | ✅ | The only required field besides the name |
| Secondary and Tertiary Phone | No | Additional numbers |
| Address | No | Appears on the invoice |
| Credit Limit | No | The ceiling allowed — zero means unlimited |
| Current Balance | — | Locked — the system maintains it |
| Status | — | Active / Inactive |
Credit limit and balance: the two that matter
These two work together when a sales invoice is submitted.
Current balance
How much the customer owes you. The system maintains it:
- Rises when you submit a sales invoice with an outstanding amount.
- Falls when you record a payment allocated to their invoices.
- Falls when you submit a return invoice.
The field is deliberately locked on the form. If you try to type in it, the value is stripped before saving.
Credit limit
The maximum the customer is allowed to owe.
When you submit a sales invoice, the system checks that:
current balance + invoice remaining amount ≤ credit limit
If that is not true, the submit is blocked and you get a message showing the credit limit, the current balance and what the balance would have become.
A credit limit of zero means unlimited. That is the default, and it means the system will not stop you.
Return invoices are exempt from the check, because they reduce what is owed.
While you are raising an invoice
As soon as you pick the customer on a sales invoice, a panel appears with their details and their available credit:
available credit = credit limit − current balance
Read that number before you continue. If it says Unlimited, the credit limit is zero.
The codes
- Customer ID — generated as
CUST-{company code}-{sequence}, unique within your company. - Custom Customer Code — a free field for when you are migrating from another system and want to keep its numbering.
Customers created automatically
Not every customer is one you typed in:
- Online store orders look for a customer with the same phone or email, and create one if there is no match.
- Integrations (Shopify, EasyOrder, Wuilt) do the same for the orders they pull in.
- Excel invoice import uses the same matching.
That is why primary phone is required — it is the basis of the matching that stops duplicate customers piling up.
Following your customers
| Screen / report | What it shows |
|---|---|
| Top Customers | Who buys the most |
| Customer Payment Ledger | Every invoice and payment for one customer |
| Payment Ledger | All financial movement in one place |
Frequently Asked Questions
Why is the Current Balance field locked?
Because the system maintains it. The balance rises when you submit a sales invoice with an outstanding amount, and falls when you record a payment. You cannot type it — to set an opening balance, record it as an invoice or a journal entry.
What does a credit limit of zero mean?
Unlimited credit. The system will not stop you submitting invoices for that customer regardless of their balance. To enforce a real ceiling, enter a number above zero.
The system refused to submit an invoice because of the credit limit — what now?
You have two options: collect some of what the customer owes so their balance drops, or raise their credit limit on the Customers screen. The message shows you the actual figures so you can decide.
What is the difference between customer code and custom code?
The customer code is generated automatically as CUST- plus your company code and a sequence. The custom code is a free field for when you have your own numbering from a previous system that you want to keep.
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