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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.

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Customer 360

How it works

From quote to receipt, on a single record.

Step 01

Customer record is the master

Every quote, SO, invoice, receipt and credit note posts to the customer record. KYC, GSTIN, PAN, credit limit and contracts sit at the top of the screen, the full transaction history below.

Step 02

Role-aware view

Sales sees pipeline plus open SOs and last contact. AR sees outstanding plus payment timing plus aging. CFO sees concentration, exposure and DSO. The screen is the same record, three lenses.

Step 03

Live posture across all entities

When a customer is shared across entities, the master record rolls up bills, payments and exposure across the group. Per-entity overrides handle entity-specific contracts and payment terms.

Step 04

Audit trail built in

Every change to the customer record (KYC update, credit limit revision, contact change) captured with user, role and timestamp. Hash-chained per Rule 11(g).

What the system does

Capability, input, output.

  • 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.

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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.

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