# Customer Document Expiry
Lists customers with documents nearing or past expiry — trade licenses, tax registrations, contracts, and other uploaded credentials.
Overview
Go to Sales → Customer Reports → Customer Document Expiry.
Report title in ERP: Customer Document Expiry
What it shows. Each customer document with document type, number, issue date, expiry date, days to expiry, and status (Valid / Expiring / Expired).
When to use it. Use to ensure customer compliance documents are renewed before expiry and to block sales to non-compliant accounts if configured.
How amounts are calculated. Lists documents uploaded to customer records with expiry dates within or before the selected alert window.
Use Cases
- Compliance monitoring — Alert customers to renew trade licenses or tax registrations before expiry.
- Credit control — Block or review credit sales to customers with expired documents.
- Onboarding audit — Verify all active customers have valid required documents on file.
- Periodic review — Run monthly to generate renewal reminder lists for the sales team.
Filters
Expiry Within (days), Document Type, Status (Valid / Expiring / Expired), Customer. Advanced Filter: Customer Group, Branch, Employee, Route.
Columns
| **Column** | **Description** |
|------------|-----------------|
| Customer | Customer name. |
| Customer Code | Unique identifier assigned in the master record. |
| Document Type | Type of document (Trade License, Tax Reg., Contract, etc.). |
| Document No. | Document reference number. |
| Issue Date | Date the document was issued. |
| Expiry Date | Document expiry date. |
| Days to Expiry | Days remaining until expiry (negative if expired). |
| Status | Valid / Expiring Soon / Expired. |
Actions
- Generate — run the report for the selected filters
- Export / Export All — export to Excel
- Print — print the report
- Advanced Filter — open additional filter fields
- clear — reset active filters
- Customer link — open customer record to update documents
FAQ
Where are customer documents uploaded?
In the customer master record under the documents or attachments section.
What triggers Expiring Soon status?
Documents within the configured alert window (e.g., 30 days) before expiry date.
Can expired customers be blocked from sales?
Depends on system configuration. Some setups warn or block sales when required documents expire.
Which document types are tracked?
All document types with an expiry date entered on the customer record.
Which documents are tracked?
Trade license, CRN, and other expiry fields saved on the customer master — based on your configured document types.
Why was invoice blocked for expired license?
When Prevent invoice if trade license expired is on in Sale Settings, approve fails for UAE customers with expired documents.