Customers

Customer database, trusted partners, and referrals.

7 how-tos in this topic

How to add a customer

Capture name, phone, and email so you can serve them faster next time.

2 min read

Invite other shop owners by email, SMS, or social share — and earn referral credits.

3 min read

Apply a payment to one or many of a customer's pending or partial orders from Accounts Receivable.

5 min read

Monitor outstanding customer balances by aging bucket, set payment terms, record payments, and print statements from the Accounts Receivable page.

6 min read

Add, deduct, or set a customer's Store Credit balance, refund an order back to credit, and let customers pay with store credit at checkout.

6 min read

Give a customer their own currency so the cart and the receipt show a second figure they understand.

3 min read

Get the receipt onto the customer's phone instead of into their pocket as paper.

3 min read