How-to · Running the day

Your customers

Who ticked offers or was added at checkout, what they bought, a note; export, stop offers, or forget one.

Open Business and tap Customers.

A customer appears when they tick offers on a receipt, or when the cashier picks them on a sale. Each row says how many visits they have made and what those came to.

1. Type in Find a customer to search by name, email or phone number.
2. Tap a customer to see what they bought, write a Name or a Note, and tap Save.
3. Stop offers keeps the address but sends nothing more to it.
4. Forget this customer removes the address, name and note everywhere. Their sales stay on the books. Give a reason, then tap Forget.
5. Export CSV downloads the list for a mailing tool or a spreadsheet.

At checkout

With an order on the sale, type in Customer to find them by name or email. Tap the match, or Add the address when it is new. The sale is theirs on the list once it is paid.

Customers are built on what the customer agreed to on their receipt, never on their card.