Customer Management

Add-on: Customer Management.

The Customers list holds names, contact details, balances, and past activity.

Use the list to find a buyer and attach them to a sale. Keep private notes out of messages you send to customers.

Open Customers > Add New Customer. Enter the name and any contact details you need. You can also add a custom ID and an internal note.

Check the email and phone number with the customer, then save. Set an account balance only when you mean to record money owed or credit.

Export a copy of your current list first. Open Customers > Import Customers and choose Download template.

Use that template's columns and order. Upload .xlsx, .txt, or .tsv. Check the preview and choose Import List only when it is right.

An existing custom ID can replace that customer's data. Check IDs, names, and contact details in the whole file before importing.

Find the customer and choose Edit. Change the needed fields and save. Check for another record with the same person before making a new one.

A wrong phone number or email can send private receipts to the wrong person.

When an address search is shown, enter the address and choose the correct match. Check the street, town, and postal code.

Ask the customer to confirm it. Confirm that the address is within your delivery area before accepting a delivery.

On Sell, use Customer Search. Find and choose the person. Check the name above the cart before payment.

Use Detach customer if you picked the wrong person. The attached customer links the sale to their history and any eligible rewards.

Choose Details on the customer. Use the report list to view sales, estimates, invoices, orders, appointments, or rewards.

Check the selected date and filters. Use the receipt or document link to open a record. The account balance is separate from reward points.

Debt means money the customer still owes you. Attach the correct customer on Sell. Choose Customer Debt when the sale is meant to be paid later.

Check the current and new balance before you finish. This records an amount owed. It does not take money from a bank card.

On Sell, choose the customer and Pay Debt. Enter the amount they are paying and choose how they pay.

Finish the payment steps and check the new balance. Give a receipt. Use the payment steps to record what the customer paid, rather than only editing their balance.

Credit is money the customer can use at your store. Choose the correct customer and use Buy Credit or the credit action shown.

Enter the amount and finish the payment steps. Check the new balance. Record credit only when you intend to give it or have received the payment.

Attach a customer who has a credit balance on Sell. Choose Customer Credit. Check the credit used and the balance left.

Complete any other payment needed to pay the full sale. Store credit is not a bank card or reward points.

Add-on: Print Customer Card.

This add-on also needs Customer Management enabled for your store.

Find the customer and choose Print. Check the name and code in the preview, then print.

Keep cards and customer details private. Check that the code finds the right person before using a batch of cards.

Find the right customer and choose Delete. Read the message before confirming. Check their balance and open orders first.

Handle any refund, debt payment, or recurring billing cancellation separately before deleting the record.