العربية Open Alcashier

Sales and online store

Manage customers and account statements

Add customers with their phone numbers and addresses, follow their order history and account statement, and see who is overdue.

Quick answer
  1. Open Sales → Customers.
  2. Choose “Add New Customer” and enter the name, phone and address.
  3. Open the customer to see their orders and account statement.
  4. Use “Export” to download the list.

Steps

  1. Add a customer. Open Sales → Customers and choose “Add New Customer”. Enter the name and phone number, then “Add new address” for delivery.
  2. Add a customer while selling. In a new order choose “New customer” or search for an existing one. Delivery orders need a customer and an address.
  3. Review the account statement. Open the customer to see the account statement: previous balance, debit, credit and the total balance due.
  4. See who owes you. In the Dashboard, the “Customers” tab shows your top customers and overdue customers.
  5. Export. Choose “Export” to download the customer list.

Tip

Each phone number can be linked to only one customer.

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