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Customers

Wholesale customers only. QuickBooks is checked on demand — never bulk imported.

Profile template

New customer

Legal / company nameTrade / display nameTax numberCompany / registration numberContact personPhoneEmailDefault invoice typePayment terms (days)Credit limit (JD)Default discount %JoFotara invoice frequencyBilling addressDelivery addressNotes

QuickBooks Customer ID is assigned only through the protected sync workflow.

Customer	Invoice type	Terms / limit	QuickBooks
Loading customers…

Customer

Current balance—

Credit limit—

Available credit—

Pending unfiscalized—

New customer visit Timeline Statement

Operational actions remain internal until their dedicated workflows are enabled. No QuickBooks financial transaction is created here.

QuickBooks