Managing Customers

Create, edit, and organize your customer records. View detailed profiles with contact information, purchase history, and spending insights.

Creating a Customer

Add a new customer by filling out the creation form. Only the customer name is required; all other fields are optional.

New Customer FormLive Preview
Add any relevant notes about this customer...

Email for receipts

If you add an email address, the cashier can send digital receipts to this customer after a sale. The email is also used for customer search.

Customer Details

Clicking a customer card opens their detail view. The detail page uses tabs to organize information.

Customer Detail ViewLive Preview
M

Maria Garcia

Customer since Mar 15, 2024
Emailmaria@example.com
Phone(555) 234-5678
Address742 Maple St, Austin, TX 78701
NotesPrefers email receipts. Loyal customer since 2024.

Customer Stats

Each customer profile displays key metrics that update automatically as transactions are linked.

Customer StatisticsLive Preview
12Visits
$4,850.00Total Spent
Feb 10, 2026Last Visit
Mar 15, 2024Member Since

Automatic tracking

Visit count and total spent update automatically whenever a sale or return is linked to this customer. No manual entry is needed.

Purchase History

The Purchases tab shows every transaction linked to this customer, including sales and returns, in reverse chronological order.

Purchase HistoryLive Preview
Sale
INV-2026-0147Feb 10, 2026
3 items$2,255.88
Sale
INV-2026-0098Jan 22, 2026
1 item$349.99
Return
RET-2026-0012Jan 18, 2026
1 item-$34.09
Sale
INV-2025-0842Dec 5, 2025
2 items$1,499.00

Editing a Customer

Open a customer's detail page and click the Edit button to modify any field. Changes are saved immediately.

Quick edits

You can update a single field without changing the rest. The form preserves all existing values and only submits what you modify.

Deleting a Customer

Remove a customer record from your business. This action requires confirmation.

Deletion is permanent

Deleting a customer removes their record and unlinks them from all past transactions. The transactions themselves (sales, returns) are preserved but will no longer show a customer name.