Customers
Keep a record of your regular customers, track what they owe, and give them a personalised checkout experience — all from the Customers section.
Add a Customer
You can add a customer from the Customers section ahead of time, or create one on the spot during a sale.
- 1In the sidebar, click Customers.
- 2Click Add Customer.
- 3Fill in the customer details (see field reference below).
- 4Click Save. The customer is now available to select at checkout.
| Field | Required | Description |
|---|---|---|
| Name | Yes | Full name or business name of the customer. |
| Phone | No | Used to look up the customer quickly at POS. |
| No | For sending digital receipts or statements. | |
| Address | No | Useful for delivery customers. |
| Notes | No | Any internal notes about this customer. |
Adding a phone number makes it easy for cashiers to find the customer by typing just a few digits at the POS terminal.
Customer Credit
When a customer receives goods on credit (pay later), the outstanding amount is added to their credit balance. You can see a full breakdown and record repayments from the customer's profile.
- View credit balance — go to Customers → [Customer Name]. The credit balance is shown at the top of their profile.
- View credit history — the Credits tab lists every credit sale with the date, amount, and remaining balance per transaction.
- Record a repayment — click Record Payment, enter the amount the customer is paying, and click Save.
Repayments reduce the credit balance but do not create a new sale record. Use the Credits report to see the overall credit position for all customers.
