Customer Management Guide

1. 1. Go to Customers → All Customers
2. 2. Click "Add Customer"
3. 3. Enter customer information:
   • • Name (required)
   • • Email or phone number
   • • Address (optional)
   • • Date of birth (optional)
4. 4. Save customer

Customer accounts allow customers to make purchases on credit and pay later.

Setting Up On Account Sales

1. 1. When processing a sale, select a customer
2. 2. Choose "On Account" as payment method
3. 3. Amount is added to customer balance
4. 4. Customer can pay later from their account page

Recording Payments

1. 1. Go to customer's profile
2. 2. Click "Record Payment"
3. 3. Enter payment amount and method
4. 4. Customer balance is updated

View all transactions for a specific customer.

1. 1. Go to Customers → All Customers
2. 2. Click on a customer
3. 3. View their purchase history tab
4. 4. See all transactions, dates, and amounts
5. 5. Click on any transaction to view details