Create Customers and Control Customer Credit

When to Create a Customer

A customer record is useful when the shop needs history, phone lookup, account sales, credit control, loyalty or follow-up. It is not required for every walk-in bill.

• Use Walk-in for anonymous counter sales.
• Create a customer when the sale needs a name, phone, address, credit or later lookup.
• Keep customer details accurate because they appear in customer history and reports.
• Do not collect private details the shop does not need.

Create a Customer

1. Open Customers -> Customer List.
2. Click New.
3. Enter the customer's name and contact fields required by the shop.
4. Assign customer category or account details if those controls are used.
5. Save the customer.
6. Open New Sale and use the customer picker to attach the customer to a test sale.
7. Open Reports -> People and verify the sale appears in customer reporting.

Customer Credit and Unpaid Sales

Customer Credit should be treated as an owner-controlled feature. A cashier can mark a sale unpaid only when the customer and shop policy allow it.

Import and Export Customers

Customer import/export follows the same discipline as item import: keep the original file, map fields carefully and verify a small sample before trusting the list.

• Import only customers the shop is allowed to store.
• Avoid duplicate phone numbers unless the business has a clear rule.
• Export filtered customers for account review or cleanup.
• Protect exported customer files like business records.