Customers
Customer records, credit limits, dues and customer groups.
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How to Add Customers and Customer Groups
Open Customers & Suppliers → Customers and click Add, or add the customer from the POS. Fill in the name and Mobile, and optionally a Credit Limit and Pay term. Customer Groups let you give a group of customers their own prices, such as wholesale.
How to Collect Payments from Customers Who Owe You
Open Customers & Suppliers → Customers, click Actions on the customer and choose Pay. Enter the amount, the Payment Method and the date, and save. The money clears their oldest unpaid sales first, and anything extra becomes their advance balance.
How to View a Customer Ledger and Send a Statement
Open Customers & Suppliers → Customers, click Actions on the customer and choose Ledger. Pick the Date Range to see every sale, payment and return with the running balance. Download it as a PDF or email it to the customer as their statement.
How to Use a Customer's Advance Balance
A customer builds an advance balance when they pay ahead, overpay a debt, or keep their change at the POS. To spend it, choose Advance as the payment method on their next sale. Their Advance Balance shows on their customer page.
How to Import Customers and Suppliers
Open Customers & Suppliers → Import Contacts and click Download template file. Fill in one contact per row: the Contact type, First Name and Mobile are required. Upload it under File To Import and click Submit.
How to Set Up Reward Points for Customers
Open Settings → Business Settings → Reward Point Settings and tick Enable Reward Point. Set how much a customer spends to earn one point, and what a point is worth when redeemed. At the POS, redeem points in the Discount window.
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