Customers

[curtisdelicata]

Background:
Efficient management of customer information is vital for businesses to provide excellent service, manage transactions, track payments, and maintain strong customer relationships.

Goal:
The goal of this issue is to implement a comprehensive customers management feature in Liberu Accounting, allowing users to organize, track, and manage interactions with their customers seamlessly.

Tasks:

Database Structure:

Design and implement a database structure to store customer-related information, including contact details, transaction history, credit limits, and more.
User Interface:

Develop a user-friendly interface to allow users to add, view, edit, and manage customer information.
Customer Information Storage:

Enable storage of crucial customer information such as contact details, payment terms, credit limits, and tax identification numbers.
Transaction Tracking:

Implement functionality to track transactions with customers, including sales, payments received, and outstanding receivables.
Payment Reminders and Alerts:

Create a system to notify users about overdue payments from customers and facilitate timely follow-ups.
Customer Performance Analysis:

Provide features for analyzing customer performance, including transaction history, payment patterns, and revenue generated.
Acceptance Criteria:

Users should be able to add, view, edit, and manage customer information.
The system should accurately track transactions with customers and provide insights into outstanding receivables.
Reminders and alerts should be sent to users for overdue customer payments to facilitate timely follow-ups.
The application should facilitate customer performance analysis for informed decision-making.
Additional Information:

Effective customer management is crucial for Liberu Accounting users to maintain strong customer relationships and streamline financial transactions.
The implementation should follow best practices, adhere to accounting standards, and ensure a seamless user experience.