Customers

Note: Currency and terminology may differ depending on your region.

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Customers are the lifeblood of every business. If your business can build a good customer database, survival can almost be guaranteed.

Capture the customers name.

Customers name

Or if they are a business you may want to know them by their business name. By default if a business name is added to the form it will be filed as this, but it can be changed to whatever you prefer.

customers business name

Customer contact details can be added and customers can be linked to mailing lists that may be of interest to them.

Customers contact details

Customers can also opt in to be notified that their order is completed by receiving an automatic SMS.

SMS customers when orders completed

Customer categories can be also applied. These categories can be setup in Customer Admin in Settings with different discount rates that will be automatically applied for the customer. Ensuring that the correct discount is given to the customer eveytime.

add customer to different categories

Customers can be searched for by Name, Business Name, phone number or email

search for customer by name, phone or email

Additional customers can be added and if requried, customers can be deleted. Note: If a Customer who has jobs is deleted those jobs will not be deleted but instead, will be listed as belonging to Cash Sale.

delete a customer

Click on the History button to see list of jobs, orders and transactions for the customer.

customer history

Clicking on the job number will take you to edit the job. It's also possible to clone the job if the customer wants a repeat of the job.

past transactions