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Customer Master

Maintain Detailed Customer Profiles in One Unified Database
Effective accounts receivable management begins with accurate and comprehensive customer information. The Customer Master feature in PrismERP’s Accounts Receivable module provides a centralized database that stores detailed profiles for every customer—empowering your finance and sales teams to streamline billing, track payment histories, and enhance customer interactions.

What is Customer Master?​

The Customer Master is a vital repository containing all essential customer data including contact details, billing addresses, credit terms, tax identification numbers, payment history, and transaction summaries. This unified profile helps organizations manage receivables with greater accuracy and efficiency while reducing errors and delays in invoicing and collections.

Key Features of Customer Master​

  • Comprehensive Customer Profiles: Store detailed information such as names, addresses, contact numbers, emails, tax IDs, and more.

  • Credit Limit & Terms Management: Define and monitor credit limits and payment terms for each customer to control credit risk.

  • Payment History Tracking: Access complete records of past invoices, payments, credit notes, and outstanding balances.

  • Custom Fields & Segmentation: Add custom fields to capture industry-specific data and segment customers for targeted communication.

  • Integration with Sales & Billing: Seamlessly connect customer profiles with sales orders, invoices, and payment modules.

  • Multi-Currency Support: Manage customers dealing in different currencies with automatic conversion and accurate receivable tracking.

  • Audit Trail & Security: Maintain full logs of profile changes with role-based access control to protect sensitive data.

  • Exportable Reports: Generate detailed customer reports for analysis, credit reviews, and audit compliance.

Fully Integrated with PrismERP Accounts Receivable Ecosystem​

The Customer Master works hand-in-hand with:

  • Sales Order Management
  • Invoice & Billing
  • Payment Collection & Reconciliation
  • Credit Control & Risk Management
  • Financial Reporting & Analytics

Manage Your Customer Data with Confidence​

With PrismERP’s Customer Master, your accounts receivable process becomes more reliable, transparent, and customer-focused.
Request a Demo today to discover how to centralize and optimize your customer management.