Customers & Ledger

The customer card keeps contact details, discount, notes, receipt history, and the debt ledger in one place. At the counter you see who you are serving without digging through separate books for balances or past receipts.

Menu path: Customers → Customer List (new record: Add Customer; you can also add from product intake).

Step by step: customers and debt

1. Add or find a customer

Search on Customer List or open a new card with Add Customer. During product intake you can also search by phone or name and create a New Customer.

• First name and last name are required.
• Phone must be unique; the same number cannot be saved twice.
• Notes are staff-only; they are not shown to the customer.
• A defined Discount (%) can apply automatically on new receipts.
• If SMS / WhatsApp notification consent is off, ready notifications are not sent.

2. Use the customer profile

Open a customer from the list to see the tabs:

• General: edit details
• Receipts: that customer’s receipts
• Debt / Payments: balance, add debt, receive payment, print ledger
• Sent SMS: message history
• Statistics: spend and product summary

3. Track debt

On Debt / Payments, view the balance and record activity with Add debt or Receive payment. Receipt-linked rows appear here as well.

• To see only debtors, use Customers → Debt Tracking.
• In Receipt & Intake, selecting a customer with an open balance shows a warning; you can open the ledger from there.
• If payment type is Add to debt ledger, the receipt total posts to the ledger.

4. Manage the blacklist

Move risky customers to Customers → Blacklist. The reason is staff-only.

• In Receipt & Intake, selecting that customer shows a warning.
• Status is visible on the list and blacklist screens.
• Blacklist is a separate operations screen; day-to-day balances live under Debt Tracking and the profile tab.

Good to know

• Fast customer pick and creating a customer during product intake are part of Receipt & Intake.
• For free-text SMS use Send SMS (provider setup required); for ready alerts see SMS & WhatsApp Notifications.
• Blacklist and debt tracking serve different jobs: risk record vs balance.

Tips

• Save the phone number completely; customer search and SMS use that number.
• Put only staff-facing info in notes; it appears when the customer is selected during product intake and is not printed on the receipt.
• A standing discount for regulars is faster than entering a manual discount on every receipt.
• Check debt balances before day-end to avoid surprise ledger gaps.