The Rewaa Platform allows you to fully manage customer data, including updating names, contact details, addresses, and more. You can also access invoices, receive due payments, and export the customer list. To ensure proper customer management, user permissions can be configured to control access to customer data. Below are the available options for managing customers.
Editing Customer Information
Navigate to:
Sales & Customers > Customers.
Search for the customer by name, code, or phone number.
Once the customer appears in the list, click the ⚙️ icon and select Edit.
Modify any customer details except the customer code.
Click Save to apply the changes.
Receiving Debit Payments
To receive payments from a customer:
Click the ⚙️ icon and select Receive Debit Payment.
Learn more here.
Exporting Customer List to Excel
You can export all customer data into an Excel file for backup or analysis.
Navigate to:
Sales & Customers > Customers.Click Export, and the file will download to your device.
Viewing Customer Invoices
Rewaa allows you to access and view all invoices for a specific customer.
Navigate to:
Sales & Customers > Customers.Search for the customer by name, code, or phone number. Click the customer code.
Click: Customer Invoices.
ℹ️ If the Accounting app is installed, the Account Statement option will also appear.
Use the filter fields at the top to sort invoices by criteria such as payment method or due status.
To export customer invoices as an Excel file, click Export all.
Deleting a Customer
You can delete a customer under certain conditions:
The customer must not have debit balances.
Navigate to:
Sales & Customers > Customers.Search for the customer by name, code, or phone number.
Click the ⚙️ icon and select Delete.
⚠️ If there is an outstanding balance, an alert will appear:
“This customer can’t be deleted (has a debit amount)”.
Resolve the balance to proceed.
User Permissions for Customer Data
To control user access to customer data:
Navigate to:
Settings > Users > ⚙️> Edit User.
Go to User Permissions, enable the Custom option, and expand the section for Sales Invoices, Online Store (eCommerce orders), and Customers.
Activate the appropriate permissions for each user based on their role.
Click Save Custom User.
FAQs
Does changing or deleting customer data affect previous invoices or reports?
No, changes do not impact past invoices or reports.Can customer data be updated using an Excel file?
No, updates must be made directly on the platform.Can I edit customer details via the Rewaa app?
No, editing is only available through the web browser.How can I correct a tax number error on an issued invoice?
All issued invoices cannot be modified as per the guidelines of the Zakat, Tax, and Customs Authority. You can reverse the customer's invoice, update the tax number in their details, and then reissue the invoice.Can I delete all customers at once?
No, customers must be deleted individually.Can I identify which user deleted a customer?
No, this feature is not available. Restrict access to customer data via user permissions.Can I export only specific customer fields (e.g., name and phone number)?
No, all fields are included in the exported file.Do custom fields for customer data appear in the exported Excel file?
Yes, custom fields are included.Can deleted customer data be restored?
No, deleted data cannot be recovered. Use the Sales by Customer report to retrieve sales history and re-add the customer manually.
10. How can I view customer data for a specific region?
Open the exported Excel file, enable filters, and select the desired region in the City column.
11. How can I view invoices for a specific period?
Use the date filter to select the desired timeframe and apply the filter.
12. Is there an alternative way to view customer invoices without accessing the customer list?
Yes, go to:
Sales & Customers > Sales Invoices, search for the customer, and view their invoices directly.
13. How do I reprint an invoice for a customer?
Click the three dots under Actions and select Preview.
Click preview invoice, and print it.
14. Can I restrict users from exporting customer data?
Yes, disable the Export permission under Sales Invoices, Online Store, and Customers in the user settings.