Customers
Customer records hold contact details, discounts, customer-specific product pricing, and transaction history.
Add or edit a customer
Use Add Customer to create a record. Available fields include contact name, business name, email, phone, mailing address, shipping address, shipping phone, resale certificate, tax-exempt status, notes, and default customer discount.
Find and sort customers
Search by name, business, email, or phone. Filter the list to Active, Archived, or All customers. Sort by name, business name, newest added, or oldest added.
Customer detail tabs
| Tab | Use |
|---|---|
| Overview | Review contact information, default discount, status, and customer actions. |
| Pricing | Set a specific price, custom description, or product availability for this customer. |
| Invoices & Receipts | View the customer's sales-document history and balances. |
| Payments | View payment history and jump to Record Payment. |
Customer pricing order
- Customer-specific product price, if one exists.
- Customer default discount applied to the standard catalog price.
- Standard catalog price.
A manual price entered on an invoice or receipt overrides those automatic prices for that transaction only.
Archive, restore, and permanently delete
Archive hides a customer from normal new transactions but preserves invoices, receipts, payments, reports, and history. Archived customers can be restored.
Permanently Delete is only for unused customer records. The app refuses permanent deletion if the customer has invoice, receipt, or payment history.