# Setup & Maintenance Maintain customers, opening balances, agents, statuses, payments, refunds, and related setup. # Pay or Refund a Customer ### How to Pay or Refund a Customer in Muhasib ERP ### Overview This guide will help you record an authorized payment or refund made to a customer. Muhasib records money paid and reduces customer credit or otherwise updates the customer balance. ### Who can do this You need access to Customer Pay/Refund plus payment-account and customer. ### Before you start Confirm customer credit availability, amount, payment method/account, date, reference, reason, and approval.
Before saving, check that the correct company is open and that you have permission to complete this task.
### Where to find it Back Office → Sales & Customers → Customer Pay/Refund. ### Pay or Refund a Customer #### Step 1: Start a new customer payout #### Step 2: Select the customer and verify available credit/balance #### Step 3: Enter date, amount, payment method, paying account, and reference #### Step 4: Select related credit/return transactions when supported #### Step 5: Review authorization and save once #### Step 6: Issue the approved payment evidence ### Check your work Compare and Confirm the payout, customer ledger, source credit/return, cash/bank account, and payment evidence.
Take a moment to check your work before closing the window. This small check can save time later.
### If something goes wrong - Do not refund more than the approved available credit. - Search for the reference before retrying. ### Related guides - [Add Customer Credit](https://docs.muhasiberp.com/link/210) - [Return a Sale](https://docs.muhasiberp.com/link/544) - [Correct or Reverse a Customer or Agent Transaction](https://docs.muhasiberp.com/link/214) ### What to do next
[**Add Customer Credit**](https://docs.muhasiberp.com/link/210).
# Pay a Commission Agent ### How to Pay a Commission Agent in Muhasib ERP ### Overview This guide will help you settle an approved amount owed to a commission agent. Muhasib records the payout and updates the agent's outstanding commission balance. ### Who can do this You need access to Commission Agent Payment plus agent, account, and source-transaction. ### Before you start Confirm the agent, allowed sales, commission calculation, prior settlements, deductions, amount, payment method/account, and approval.
Before saving, check that the correct company is open and that you have permission to complete this task.
### Where to find it Back Office → Sales & Customers → Commission Agent Payment. ### Pay a Commission Agent #### Step 1: Start an agent payment #### Step 2: Select the commission agent and settlement period #### Step 3: Review eligible commission and previous payments Review allowed commission and previous payments. #### Step 4: Enter approved amount, date, method, paying account, and reference #### Step 5: Link source commission entries where supported #### Step 6: Save once and retain payment evidence ### Check your work Compare and Confirm the payment to allowed sales, commission report, agent ledger, and cash/bank account.
Take a moment to check your work before closing the window. This small check can save time later.
### If something goes wrong - Do not pay from gross sales without validating commission rules. - Investigate duplicate or excluded sales before overriding totals. ### Related guides - [Assign Service Staff or a Commission Agent](https://docs.muhasiberp.com/link/529) - [Configure Item Pricing, Discount, Tax, and Commission](https://docs.muhasiberp.com/link/311) - [Correct or Reverse a Customer or Agent Transaction](https://docs.muhasiberp.com/link/214) ### What to do next
[**Assign Service Staff or a Commission Agent**](https://docs.muhasiberp.com/link/529).
# Correct or Reverse a Customer or Agent Transaction ### Correct or Reverse a Customer or Agent Transaction ### Overview This guide will help you correct an allowed customer or commission-agent transaction with a traceable audit trail. Muhasib updates or reverses the record and its dependent balances according to transaction rules. ### Who can do this You need access to Update/reverse permission for the transaction type and affected accounting period. ### Before you start Identify the original record, error, correct values, downstream allocations, period status, evidence, and approver.
Before saving, check that the correct company is open and that you have permission to complete this task.
### Where to find it Open the relevant customer or agent transaction list and locate the original document. ### Correct or Reverse a Customer or Agent Transaction #### Step 1: Open the original transaction by document number #### Step 2: Review allocations, references, ledger entries, and later dependencies #### Step 3: Use Update only for fields the application permits without changing Use Update only for fields the application permits without changing economic substance. #### Step 4: Use the approved reverse/cancel action when amount, party, account, or Use the approved reverse/cancel action when amount, party, account, or posting is wrong. #### Step 5: Enter reason and approval reference #### Step 6: Create the corrected replacement once if required ### Check your work Confirm original status, reversal/correction link, replacement record, customer/agent ledger, allocations, and general ledger.
Take a moment to check your work before closing the window. This small check can save time later.
### If something goes wrong - Never hide an error with an undocumented offset. - Resolve closed-period and downstream-allocation constraints through authorized accounting procedure. ### Related guides - [Receive a Customer Payment](https://docs.muhasiberp.com/link/207) - [Pay or Refund a Customer](https://docs.muhasiberp.com/link/211) - [Pay a Commission Agent](https://docs.muhasiberp.com/link/213) ### What to do next
[**Receive a Customer Payment**](https://docs.muhasiberp.com/link/207).
# Configure a Customer Opening Balance ### How to Configure a Customer Opening Balance in Muhasib ERP ### Overview This guide will help you record and compare and confirm the customer's approved starting balance at cutover. Source can create customer/person ledger and General Ledger records and requires an active fiscal year/accounts in financial paths. ### Who can do this You need access to Customer Add/Update and relevant financial/opening-balance permissions. ### Before you start Create the active fiscal year, customer, receivable/default accounts, and approved cutover schedule. Back up the database.
Before saving, check that the correct company is open and that you have permission to complete this task.
### Where to find it Back Office → Sales & Customers → Manage Customers → opening-balance/accounting area. ### Configure a Customer Opening Balance #### Step 1: Confirm customer and balance date #### Step 2: Determine whether the customer owes the business or has a credit #### Step 3: Enter amount in the verified debit/credit field #### Step 4: Select the required payment/GL account when prompted #### Step 5: Save once with source reference #### Step 6: Do not create an ordinary payment to offset a mistaken opening balance ### Check your work Compare and Confirm Customer Ledger, Customer Due/Ageing, Account Ledger, Trial Balance, and source schedule.
Take a moment to check your work before closing the window. This small check can save time later.
### If something goes wrong - Restore/correct before live activity when direction or account is wrong. - Never duplicate the opening balance on re-import. ### Related guides - [Create a Customer](https://docs.muhasiberp.com/link/367) - [Review the Customer Ledger Report](https://docs.muhasiberp.com/link/418) - [Prepare and Review a Trial Balance](https://docs.muhasiberp.com/link/241) ### What to do next
[**Create a Customer**](https://docs.muhasiberp.com/link/367).
# Update or Retire a Customer ### How to Update or Retire a Customer in Muhasib ERP ### Overview This guide will help you correct customer data or retire access while preserving transactions, balances, and audit history. Source says related transactions remain after deletion, but selection, soft-delete, ledger, and report behavior are not yet fully proven. ### Who can do this You need access to Customer Update; Customer Delete plus explicit business approval for removal. ### Before you start Review open sales/orders/quotations/appointments, balance, payments, credits, cheques, loyalty, contacts, integrations, and legal retention.
Before saving, check that the correct company is open and that you have permission to complete this task.
### Where to find it Back Office → Sales & Customers → Manage Customers. ### Update or Retire a Customer #### Step 1: Select the exact customer by stable ID/contact #### Step 2: Update approved identity/contact/address/group/credit fields and save #### Step 3: Prefer disabling/retiring when supported #### Step 4: Settle/correct open operational items through their own workflows #### Step 5: Delete only with explicit approval after reading the retained-transaction warning ### Check your work Confirm historical sales/payments/ledger remain attributable and the retired customer cannot be selected for unintended new work.
Take a moment to check your work before closing the window. This small check can save time later.
### If something goes wrong - Do not delete to clear a balance or duplicate-contact error. - Merge behavior is not assumed; escalate duplicates. ### Related guides - [Create a Customer](https://docs.muhasiberp.com/link/367) - [Review the Customer Ledger Report](https://docs.muhasiberp.com/link/418) - [Update, Disable, or Retire a System User](https://docs.muhasiberp.com/link/184) ### What to do next
[**Create a Customer**](https://docs.muhasiberp.com/link/367).
# Import or Export Customers ### How to Import or Export Customers in Muhasib ERP ### Overview This guide will help you export customer data or import a validated customer batch without duplicates or unintended balances. Many customers and related detail rows can be created. Matching behavior determines whether reruns duplicate/update records. ### Who can do this You need access to Import/Export Customers and needed Customer Add/Update rights. ### Before you start Back up the database, use the target-build template, create groups/contact types/accounts, and prepare a small synthetic pilot.
Before saving, check that the correct company is open and that you have permission to complete this task.
### Where to find it Back Office → Sales & Customers → Import / Export Customers. ### Import or Export Customers #### Step 1: Export current data/template when needed #### Step 2: Preserve headers and stable identifiers #### Step 3: Validate required names, contacts/types, unique contacts, groups, addresses, numeric/date fields, Validate required names, contacts/types, unique contacts, groups, addresses, numeric/date fields, and any opening balances. #### Step 4: Import a pilot #### Step 5: Determine created/skipped/failed and whether any partial rows committed #### Step 6: Restore/correct, then import the approved batch once ### Check your work Compare source rows with customer/contact/address/group counts and compare and confirm any opening balances/ledgers.
Take a moment to check your work before closing the window. This small check can save time later.
### If something goes wrong - Never rerun after uncertain partial success. - Keep secrets/personal data protected in export files. ### Related guides - [Create a Customer](https://docs.muhasiberp.com/link/367) - [Configure a Customer Opening Balance](https://docs.muhasiberp.com/link/368) - [Create and Verify a Manual Backup](https://docs.muhasiberp.com/link/201) ### What to do next
[**Create a Customer**](https://docs.muhasiberp.com/link/367).
# Maintain Commission Agent Statuses ### How to Maintain Commission Agent Statuses in Muhasib ERP ### Overview This guide will help you create or update reusable statuses for commission agents. The status becomes selectable on agents. Whether it blocks sale assignment/payment requires system confirmation. ### Who can do this You need access to Commission Agent Status Add/Update/Delete for the intended action. ### Before you start Define a small approved lifecycle such as Active, Suspended, or Retired and what each state should permit.
Before saving, check that the correct company is open and that you have permission to complete this task.
### Where to find it Back Office → Sales & Customers → Commission Agent Statuses. ### Maintain Commission Agent Statuses #### Step 1: Choose New Record or select a status #### Step 2: Enter unique name and description #### Step 3: Save/update #### Step 4: For removal, review assigned agents and delete only with explicit For removal, review assigned agents and delete only with clear approval. ### Check your work Assign it to a test agent and check master, sale selection, inquiry, payment, and reports.
Take a moment to check your work before closing the window. This small check can save time later.
### If something goes wrong - Prefer a retired status over deleting one used historically. ### Related guides - [Create a Commission Agent](https://docs.muhasiberp.com/link/375) - [Pay a Commission Agent](https://docs.muhasiberp.com/link/213) ### What to do next
[**Create a Commission Agent**](https://docs.muhasiberp.com/link/375).
# Assign Service Staff or a Commission Agent ### Assign Service Staff or a Commission Agent ### Overview This guide will help you attribute allowed sale lines or the transaction to the correct service staff member or commission agent. Muhasib records attribution used by staff/agent sales, commission ledgers, payments, and reports. Returns may deduct commission based on settings. ### Who can do this You need access to Parent Sale permission plus service-staff/commission selection or assignment rights. ### Before you start Create/activate the staff or agent and check company commission settings, allowed items, calculation basis, and return policy.
Before saving, check that the correct company is open and that you have permission to complete this task.
### Where to find it Open sale → line/transaction staff or commission-agent selection. ### Assign Service Staff or a Commission Agent #### Step 1: Select the applicable sale line or transaction Select the needed sale line or transaction. #### Step 2: Open Service Staff/Staff/Commission Agent selection #### Step 3: Search and select the exact active person #### Step 4: Confirm whether assignment applies to one line or the full sale #### Step 5: Review calculated commission where shown #### Step 6: Finalize the sale ### Check your work Compare and Confirm invoice, item-wise/service-staff reports, agent selling report, commission ledger, return, and eventual payment.
Take a moment to check your work before closing the window. This small check can save time later.
### If something goes wrong - Do not select a user merely because names are similar. - Correct attribution through the supported inquiry/update workflow before commission payment. ### Related guides - [Create a Commission Agent](https://docs.muhasiberp.com/link/375) - [Configure Customer, Credit, Loyalty, and Party Rules](https://docs.muhasiberp.com/link/191) - [Pay a Commission Agent](https://docs.muhasiberp.com/link/213) ### What to do next
[**Create a Commission Agent**](https://docs.muhasiberp.com/link/375).