Add & find a customer
Attaching a customer to a sale means their name shows on the receipt and the order is filed against them. You can add and find customers right from the register, or manage your whole customer book in the back-office.
Attach a customer during a sale
Section titled “Attach a customer during a sale”In the cart, under Customer (optional):
- Start typing in Attach a customer… — results show each customer’s name with their phone or email, so you can tell apart people with the same name. Pick one to attach it.
- No match? Press ＋ New customer to add them without leaving the sale (see the fields below). They’re attached to the cart as soon as you save.
Once attached, the customer shows as a chip with a View history link to their past orders. To remove them from the sale, press the ✕ on the chip.
Your customer book
Section titled “Your customer book”Go to Sales → Customers to see everyone. Search with the Search by name, phone, or email… box, and press New customer to add one. Each row links to that customer’s details and orders.
Customer details
Section titled “Customer details”A customer has a few simple fields — only the Name is required:
| Field | Notes |
|---|---|
| Name | Required. |
| Business name | Optional — for a business customer. |
| Phone | Optional. |
| Optional — used to email receipts. | |
| Notes | Optional — anything worth remembering. |
| VAT status | Optional — turn on the VAT-exempt (registered reseller / charity) switch to zero-rate this customer’s sales. |
| Delivery SMS | Optional — records that the customer consents to delivery SMS updates. Consent is saved now; the updates themselves start once delivery SMS goes live. |
| Optional — records that the customer consents to WhatsApp updates. Consent is saved now; the messages themselves start once the WhatsApp channel goes live. |
Press Create (or Save when editing). If you delete a customer, their past orders keep the name, so old receipts and history still make sense.
VAT-exempt customers
Section titled “VAT-exempt customers”Some customers — a registered reseller buying for resale, or a charity — are exempt from VAT. Turn on the VAT-exempt switch on their customer record, and every sale you ring up for them is zero-rated: VAT is removed from each otherwise-taxable item on the receipt, which shows a VAT-exempt sale note.
You can see a customer’s status at the top of their details page — VAT status reads Exempt or Standard. Leave the switch off for everyone who pays VAT as normal.