Cashier
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Managing customers and customer statements

Add customers with phone numbers and addresses, see their order history and account statement, and find overdue customers in Cashier POS.

Quick answer

  1. Go to Sales → Customers.
  2. Select Add New Customer and enter name, phone and address.
  3. Open a customer to see their orders and Account Statement.
  4. Use Export to download the list.

Steps

  1. Add a customer. Go to Sales → Customers and select Add New Customer. Enter the name and phone number, then Add New Address for delivery.
  2. Add a customer during a sale. In a new order, choose New Customer or search an existing one. Delivery orders need a customer and an address.
  3. Check the account statement. Open the customer to see the Account Statement: previous balance, debits, credits and Total Balance Due.
  4. Find who owes you. The Dashboard’s Customers tab shows Top Customers and Overdue Customers.
  5. Export. Select Export to download your customer list.

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