Customer detail screen in VyajPay

Customer Detail is where you record every transaction with one customer, attach proofs, share the ledger, and open the Digital Locker. The sticky header keeps actions one tap away while you scroll the history.

Android iOS

Screen layout

  1. Sticky glass header with actions (call, WhatsApp, PDF, Locker, unlink)
  2. Sync card (only if customer has a phone number)
  3. Customer balance card with reminder shortcut
  4. Transaction history with sort toggle
  5. Bottom action bar: You Gave / You Got + FAB plus menu

Before you start

  • Customer must exist (created from the Khata tab).
  • Camera permission is required for single scan and batch scan.
  • For sharing the ledger, the customer needs a phone number.

Step-by-step

  1. Open a customer

    From the Khata tab, tap any customer row.

  2. Read the sticky header

    Back arrow, customer name, then five action icons: call, WhatsApp, PDF report, Digital Locker (folder), unlink. The header stays visible as you scroll.

  3. Check the sync card

    If the customer has a phone number saved, the sync card shows whether the ledger is linked: Not connected, Sync request pending, Synced Ledger, or Unlink request pending. Tap the card to share the ledger or manage the link.

  4. Add a transaction

    At the bottom, tap You Gave (red) for money given to the customer or You Got (green) for money received. The Add Entry sheet opens.

  5. Use the FAB for batch entry or import

    Tap the floating + button. Pick Camera Scan (AI multi-entry capture), Gallery Import, or How it works.

Frequently asked questions

By date, then by createdAt timestamp, then by ID. The header has a Latest ↔ Earliest toggle to flip the order.
A type icon (red ↑ for gave, green ↓ for got), the amount, the date, proof icons (if any attached), and edit/delete buttons. Tap the row to open Entry Detail.
When the ledger is in Synced Ledger state, both parties must agree to unlink. Tapping unlink moves the card to "Unlink request pending" instead of removing the link immediately.
Proofs (photos and PDFs) are stored in the Digital Locker for that customer. They sync across your own devices but are never shared with the linked party.
Yes — editing values (amount, date, note) is allowed. Deleting an entry requires the other party’s approval — see Bill Approval.

Related guides

Add entry (single scan)

Snap one bill, AI fills the entry.

Batch scan

Capture a full page, review many entries at once.

Bill Approval

Approve deletes in a synced ledger.