Masters

Customers

Customers and Deposits: the accounts behind Pay later and deposits.

• CustomersThe customers of Pay later and deposits, for every outlet. What each one owes and what is held for them, side by side, with search, filters, sorting, possible duplicates and the list of what the cloud flagged for a manager.
• Customers: Details tabOne customer's window and its Details tab. Their name and phone, a Pay later limit of their own, blocking or closing them, a note, and the member they are linked to, with Link a member, Change and Unlink.
• Customers: Invoices & deposits, Statement & historyWhat one customer owes, invoice by invoice, and what is held for them, deposit by deposit; then their statement of both, with running balances, for any dates, as CSV or PDF.
• Customers: MergeJoin a customer made twice into one. Find the customer to keep, press Merge into this one, and every invoice, payment and deposit moves across with its own date and number. What the Possible duplicate badge means.
• Customers: Record moneyRecord a Pay later debt paid by bank transfer, with its method, bank reference and business day, or write a debt off with a reason. Both from the customer's Record money tab, with no POS and no drawer.
• DepositsThe money held for customers, taken at a POS and used on a later bill at any outlet. Search and filter by outlet, status and dates, export the list as CSV, and open a deposit to read its history.
• Deposits: extend, refund or forfeitWhat a manager does with a deposit in the back office. Extend it by some days, refund it by bank transfer, or forfeit it, each with a reason; and forfeit every expired deposit in one go.