The customer register

Customers › Customers list is your customer register. Each row shows ID, contact person, trade name, business, business ID, e-mail, phone, discount %, payment period, credit limit, current debt and available credit; clicking a customer opens their summary page. The list has full-text search and Excel/PDF export; Add new customer opens the customer editor.

The customer editor

Section	Fields
Status	Active/inactive, newsletter, VIP customer — VIPs get their discount percentage automatically on all order lines.
Customer details	Contact person, trade name, business, business ID, e-mail, website, mobile, telephone; separate contacts for ordering and invoicing matters (e-mail + phone each); language.
Billing address	City, country, ZIP, street address.
Shipping address	Tick shipping address differs from billing to enter a separate delivery address (recipient person + phone included).
Credit & terms	Credit limit, current debt, payment period (days), discount %.
Notes	Free-text customer notes.

The discount % and VIP flag drive pricing on orders and invoices — see Customer-specific pricing.

The customer summary

Clicking a customer opens a 360° summary with tabs:

Tab	Contents
Summary	The customer's balance.
Profile	The full editable record.
Cash sales	Their POS receipts.
Orders	Their orders (with a date-range filter).
Invoices	Their invoices, paid/due info, date-range filter.
Emails / SMS	Message history plus a composer to send e-mail/SMS directly.
Stock report	Products the customer has bought (by delivery or order date).
Customized pricing	Their per-product special prices.

Customers vs. consumer sales

Walk-in POS sales don't require a customer record — the cash register handles anonymous sales. Create customers when you need to: track balances and credit, give personal prices or VIP discounts, e-mail invoices, or keep delivery addresses. New customers can also be created on the fly while composing an order or invoice (Add new customer button in the header).