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Tally Cash Customer Management TDL simplifies billing and transaction management for cash customers without maintaining separate ledgers. Track cash sales, customer details and transaction history while maintaining accurate records in TallyPrime.
A customized TallyPrime module to manage Cash Customers without creating separate ledger accounts for every walk-in customer. Search customers using Mobile Number or Name and view their complete transaction ledger whenever required.
Discuss Your RequirementMaintain customer information and connect every cash transaction with the right customer.
Customer by NameSearch and identify cash customers using their name. |
Customer by MobileFind existing customers instantly using their mobile number. |
Cash Customer LedgerView the complete ledger and transaction history of a cash customer. |
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Customer Name Capture and maintain the customer's name with the cash transaction. |
Mobile Number Record the customer's mobile number for future identification. |
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Customer Search Search existing cash customers by name or mobile number. |
Transaction History View previous sales and transactions associated with the customer. |
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Customer-Wise Ledger Generate and access the ledger of an individual cash customer. |
Repeat Customer Identification Identify returning customers instead of treating every cash sale as a new customer. |
01. Cash SaleCreate the sales transaction in TallyPrime. |
02. Identify CustomerEnter or select customer name and mobile number. |
03. Save TransactionCustomer details remain linked with the transaction. |
04. View LedgerSearch the customer and access the complete ledger. |
| Search Method | What You Can Access |
|---|---|
| Mobile Number | Customer profile and linked transactions |
| Customer Name | Matching customer records and transaction history |
| Customer Ledger | Complete customer-wise ledger and transaction details |
Know Your CustomersMaintain useful customer information even for cash sales. |
Easy SearchFind customers quickly using name or mobile number. |
Complete HistoryAccess customer-wise transaction history whenever required. |
Better Customer ManagementTurn anonymous cash sales into identifiable customer records. |
Track customers by Name & Mobile Number and get their complete ledger whenever required.
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