Customers

A customer record is who's buying from you — their name and contact details, the perks they get, and what (if anything) they owe you. Keeping customers in the system unlocks discounts, credit (pay later), and a full history of what each person has bought.

Who uses itAnyone who serves regulars, runs accounts, or gives loyalty perks.

Where to find itSidebar → Customers, or open /admin/customers.

Good to knowYou don't need a record for every sale — "Walk-in" is fine for most.

Overview

Most sales are to "Walk-in" customers — anonymous, quick, no record needed. You only add a customer when it helps: to give them a regular discount, let them buy on credit, or build up their purchase history and loyalty. The Customers screen is the list of everyone you've saved, with their contact details, group, and balances.

Each customer can have a group (like Wholesale or Premium) that sets shared pricing, a credit limit that lets them pay later, and an outstanding balance showing what they currently owe.

The Customers list showing names, phone numbers, groups, outstanding balances and status — The Customers list — name, contact, group and outstanding balance at a glance.

Why it's useful

Reward regulars. Set a default discount per customer, or per group, so it applies automatically at checkout.
Offer credit. Trusted customers can take goods now and pay later, up to a limit you set.
Know what they owe. Each record shows a live outstanding balance, so nobody slips through the cracks.
Keep their history. Once a sale is attached to a customer, it appears in their purchase history for easy reference and returns.

Adding a customer, step by step

Open Customers and click New
Go to Customers in the sidebar, then click the New customer button at the top of the list.
Fill in the essentials
Only the name is required. Add a phone number and email if you have them — these help you find the customer again and send receipts. The phone field shows a country flag and checks the number for you.
Choose a group (optional)
Pick a customer group if this person belongs to one — for example Wholesale or Premium. The group's discount applies automatically on their sales. See Customer groups below.
Allow credit (optional)
If you want this customer to be able to pay later, set a credit limit. Leave it at zero to keep them cash-only. See Allowing credit.
Save
Click Save. The customer now appears in the list and can be picked at the POS screen during a sale.

Create in a hurry from the counter

You don't have to come here first. On the POS screen, the customer picker has a New customer button — just name and phone — so you can save someone mid-sale and complete their details later.

The customer edit form showing name, phone, group, discount and credit limit fields — The customer form — name is the only must-have; everything else is optional.

Editing a customer

To change someone's details, click their row in the list to open the form, make your changes, and save. You can update contact details, switch their group, adjust their discount or credit limit, and add private staff notes that only your team sees.

Customer groups

A customer group is a label you put on a set of customers so they share the same perks. Instead of setting a discount on every person one by one, you set it once on the group, and every member inherits it.

A group can:

Set a default discount — for example, a Wholesale group might give 15% off every sale to its members.
Boost loyalty earning — a Premium group might earn points faster.
Group your reports — so you can see how much your wholesale customers spend versus retail.

A few common groups come ready to use (Walk-in, Regular, Wholesale, Premium), and you can rename them or add your own. When a customer in a group is attached to a sale, the group's discount appears automatically as a discount line on that sale — see Discounts & pricing. Manage groups under Customers → Customer groups.

Allowing credit & the outstanding balance

"Credit" here means letting a trusted customer take goods now and pay later. To allow it, give the customer a credit limit greater than zero. At checkout, a sale attached to that customer can then be left partly or fully unpaid.

Whatever they don't pay becomes their outstanding balance — the running total of what they owe you. You'll see it on their record and in the customer list:

Term	What it means
Credit limit	The most a customer is allowed to owe at any one time. Zero means no credit — they must pay in full.
Outstanding balance	What the customer currently owes from unpaid (credit) sales. Goes up when they buy on credit, down when they pay.

When a customer pays off some or all of what they owe, you record it as a customer payment, and their outstanding balance drops accordingly.

Importing & exporting

Like every list screen, the Customers list has Import and Export buttons.

Export downloads your whole customer list as a CSV or Excel file — handy for backups, mail-outs, or sharing with your accountant.
Import lets you bring customers in from a spreadsheet. Upload the file, match up the columns, preview the result, and confirm. Existing customers (matched by email or phone) are updated; new ones are created.

A downloadable template with the right columns is provided, so you can fill it in correctly the first time.

Tips & best practices

Add a phone number. It's the fastest way to find a returning customer at the counter, and lets you send receipts.
Use groups for shared perks. Set the wholesale discount once on the group rather than on each customer.
Only allow credit you can chase. A credit limit is a promise — set it to an amount you're comfortable being owed.
Export before big changes. A quick export is a free safety net before a bulk import.

Notes & warnings

Only customers can buy on credit. A "Walk-in" sale must always be paid in full. To let someone pay later, attach a saved customer with a credit limit to the sale before taking payment.

You can't delete a customer who still owes you. Settle their outstanding balance (or any store credit they hold) first — the system will tell you what's blocking the delete.