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Help centre · Point of sale

Customers on a sale

Attach a customer to a sale at the till, add a new customer in two fields, and look after the customer list in the back office.

Who can do this: Anyone who can sell

Why attach a customer

A customer on a sale shows their name on the receipt and in the sales history. If the customer has a phone number, sending the e-receipt by WhatsApp goes straight to them.

Attaching a customer is optional. Most walk-in sales have no customer.

Attach an existing customer

  1. Under the cart, tap Add customer. On the payment screen you can tap Customer instead.
  2. Type part of the name or phone number in the search box.
  3. Tap the customer. Their name now shows on the button and on the order tab.

To take the customer off, open the customer window again and tap Remove next to On this sale.

Add a new customer at the till

This works offline too: the customer is saved on the device and sent to the server with the sale.

  1. Tap Add customer, then New customer.
  2. Type the Name.
  3. Type the Phone number, with at least 7 digits. It is used to find the customer next time.
  4. Tap Save & attach.

The customer list in the back office

  1. Go to POS → Customers.
  2. Search by name or phone, or click New customer.
  3. Fill in Name and either a Phone number (7 or more digits) or an E-mail. Use Notes for preferences or anything the cashier should know.
  4. Save. Click a row to edit a customer later.

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