Add a customer to a Counter sale

Every setting

To add a customer:

1. Type their name or phone number in the Search name or phone box at the top.
2. Tap their name in the list.

You are back on the Charge sheet. The Customer tile shows their name. If they are not in the list, see New customer below.

Customer

The tile on the Charge sheet shows:

• Customer and "Optional", when nobody is added.
• Pick a customer and "Needed for credit", in orange, when you tapped Credit and nobody is added. See Take cash, card, transfer or credit at the Counter.
• Their first letters and name, when someone is added. Under the name: "Owes MVR 350", "In credit MVR 50", "First sale", or something like "4 orders · MVR 1200 all time".

"Owes" means they have credit sales they have not paid. "In credit" means they paid you ahead. See Keep a credit book.

To change the customer, tap the tile again and pick someone else.

Search name or phone

Type part of a name, like "ais" for Aisha. Or type some of the numbers in their phone number. The list shows only the customers who match.

The customer list

People who owe you are at the top. Then everyone else, from A to Z. Each row shows:

• their first letters in a circle. The circle is orange if they owe you.
• their name. If only their phone number is saved, you see the number and "No name yet".
• how many orders they have and when the last one was, like "3 orders · last 5 days ago".
• on the right, what they owe in orange, or "Clear".

Customers who paid you ahead show "In credit MVR 50" in green.

While the list loads, it says "Loading…". If nobody is saved yet, or nobody matches your search, it says "No customers yet."

At the bottom, the app says: "Saved once, found forever. No more three different Ahmeds in the book."

New customer

1. Tap New customer, under the search box.
2. Type their name in the Name box.
3. If you want, type their number in the Phone · optional box.
4. Tap Save customer.

The customer is saved and added to the sale. Save customer stays grey until there is a name. To stop, tap Cancel.

If it does not save, a red box says why, or "Couldn't save. Try again."

Save a phone number as a new customer

Type a full phone number that no customer has. A green row shows "Save", the number you typed, and "as a new customer". Tap it. The customer is saved with only that phone number, and added to the sale. You can add their name later. See Your customers.

No customer

To take the customer off the sale:

1. Tap the Customer tile. It shows their name.
2. Tap No customer, at the top of the list.

No customer does not show when you picked Credit, because a credit sale needs a customer.

After the sale

Customers see

their name on the receipt, next to "Customer".

The Sale complete sheet shows a card with their name. Under it are their sales, like "4 sales · MVR 1200 all time". The owner, senior managers and managers can tap See customer to open their page.

Pay links and the credit book

For a pay link, the Customer tile is not there. Tap Add who it's for instead. It opens the same Pick a customer sheet. See Send a pay link.

You can also start a credit sale from the credit book. In Write it down, tap Pick items at the Counter instead. The Counter opens. Tap the items, then tap Charge. Credit is already picked. If you picked someone already in your book, they are added too. See Keep a credit book.