Accounts Receivable | Customer 360

One customer record. Every transaction. One screen.

Quotes, sales orders, invoices, receipts, credit notes, payment history, credit limit, contacts and documents on the same customer record. The same record sales, AR and the CFO post against, with no second master to reconcile.

Start free trial Book a demo

What the system does

Capability, input, output.

Capability	Input	Output
Unified customer record	Quotes, SOs, invoices, receipts, credit notes	Single timeline per customer
Live KYC posture	GSTIN, PAN, MSME, address proofs	Verification status with last-checked timestamp
Credit limit + utilisation	Open SOs + open invoices + receipts	Available credit, in real time
Document repository	Contracts, MSAs, customer POs	Searchable, versioned, hash-verified
Multi-entity rollup	Per-entity transactions	Group-level customer view
Role-aware screen	User role + customer record	Sales / AR / CFO lens on the same data

Unified customer record

Input

Quotes, SOs, invoices, receipts, credit notes

Output

Single timeline per customer
Live KYC posture

Input

GSTIN, PAN, MSME, address proofs

Output

Verification status with last-checked timestamp
Credit limit + utilisation

Input

Open SOs + open invoices + receipts

Output

Available credit, in real time
Document repository

Input

Contracts, MSAs, customer POs

Output

Searchable, versioned, hash-verified
Multi-entity rollup

Input

Per-entity transactions

Output

Group-level customer view
Role-aware screen

Input

User role + customer record

Output

Sales / AR / CFO lens on the same data

Compliance + integrations

Customer 360 your auditor can read like a transcript.

Every change captured. Every transaction linked. The audit trail is built in, not bolted on.

Regulations we work within

Rule 11(g), Companies Act

Append-only edit trail across the customer record.
DPDP Act 2023

PII fields tagged for retention and access control per the Digital Personal Data Protection Act.
Section 128, Companies Act

8-year retention of customer records and transactions.

Connects to

Tally Prime Customer master sync (bidirectional)
Zoho Books Native connector
SAP Business One Native connector
CRM systems HubSpot, Salesforce, Zoho CRM

Customer 360 FAQ

What buyers ask.

Can we customise what shows on the Customer 360 page?

Yes. The header KPIs and sections are configurable per role. Sales sees pipeline and last contact; AR sees outstanding and payment timing; CFO sees concentration and DSO. Configurable per workspace.

How does the credit limit work in real time?

Available credit equals limit minus open invoices minus open SOs (configurable). The check runs at SO save and at invoice generation. Breaches block the next SO with a CFO override path.

Multi-entity. Is the customer master shared or per-entity?

Both. The customer record is shared at the group level (one PAN, one credit history). Per-entity overrides handle entity-specific contracts, payment terms and credit limits.

Can we export the customer record for FY-end balance confirmation?

Yes. One-click export packages the customer ledger, open invoices, contracts and KYC documents in a hash-verified format. Aligned with the SA 505 audit procedure for external confirmations.

Related features

Bring your top 50 customers. See them on one screen.

Upload your customer master. The unified record, with KYC posture, open invoices, payment history and credit utilisation, surfaces in 10 minutes.