Customers

Customers lets you maintain a customer list and attach customers to bills for bill history and (where enabled) credit workflows.

Video Tutorial

Video: Customer Management

Search customers and open a customer profile/history.

Add a new customer or update existing details.

Customers typically includes a customer profile/details view with multiple tabs.

View a history of all bills and transactions completed by the customer.

View the customer’s current loyalty points, tier details, and manage loyalty enrollment.

Track the chronological details of loyalty points earned and redeemed by the customer.

Monitor the customer’s current outstanding credit balance, credit limit, and available credit limit.

View a detailed ledger of credit transactions, payments, and balance adjustments.

Tip

If you use credit selling, attach the correct customer during Billing to keep history clean.