Customers, store credit, gift cards and layaways

The Customers section has four tabs: Customers, Accounts, Gift cards and Layaways. The last three need the “Accounts and gift cards” permission and appear when you turn on each feature in Settings > Customer accounts. Layaways also need store credit to be turned on.

Customers

• “Add customer” with name, phone and email. They are also saved automatically when you take payment if you leave “Save as customer” checked.
• Sort by Name, Last visit or Top spenders.
• Each customer shows what they have spent and their “Latest orders”.
• Points: if you use points, the customer earns them when buying and uses them at the register. “Adjust points” corrects them by hand.
• “Price group”: special prices for that customer.

Customers are shared with the web dashboard, where you can also import and export them as CSV.

The phone number

Enter the local number with all its digits or with the country code (+). If a digit is missing, the app warns “The phone number is not valid”. The default country code is changed in Settings > Business.

Accounts (store credit)

To sell on credit:

1. In Accounts tap “Add account” and choose the customer. Set a “Credit limit” (empty = no limit).
2. When taking payment, choose “Customer account”. The app shows what they Owe, the Store credit and the Limit. If it goes over the limit, it asks for a manager’s PIN.
3. When they pay, tap “Record payment”.

At the top you see Receivable, how many customers have debt, how many are over 60 days and the credit balances. Debts are grouped by age: 0 to 30, 31 to 60 and over 60 days.

From the account you can “Remind by WhatsApp” or “Share statement”. “Adjust balance” corrects the balance with a reason.

Cash payments received go into the shift and appear in the Z close.

Gift cards

1. In Gift cards tap “Sell gift card”.
2. Enter the “Card amount” and the “Valid for days” (empty = does not expire).
3. Take payment for the card. You can “Print card” with its code.

To use it, choose “Gift card” when taking payment and enter or scan the code. “Look up” shows the balance. “Turn off” blocks it if it was lost.

Layaways

1. When taking payment choose “Layaway (deposit now, rest later)” and take the deposit.
2. In Layaways you see what is left on each one. Tap “Add payment” when the customer pays another part.
3. When they finish paying, tap “Hand over”.

Only the owner can hand over a layaway that is not fully paid.