Create a New Customer

To start creating customers, click Customers in the left menu.

Once the page opens, click the + New Customer button in the top right.

This opens up the Customer Information page where you can fill out all of the customer details. Any field in red is a required field.

First and Last Name
When creating a new customer you must at least enter a value for their first name. The last name is optional but highly recommended to avoid confusion with common first names.  

E-Mail
An email is not required but is recommended for customers. Entering an email gives you a way to easily contact the customer and allows you to auto email receipts to them in the settings below.

Phone Number
A phone number is not required but is recommended for customers. Entering a phone number gives you an easy way to contact a customer and allows you to send text receipts in the settings below.

Select Image
You can associate an image for a customer to help cashiers recognize and verify customer identities and prevent mix-ups in the case of common names.

Address Information
Standard address information for customers can be entered here.

Comments
A space for extra information pertaining to a customer. There are options to make comments visible on receipts and displaying to customers, so use care when filling out information.

Internal Notes
These are notes that can be edited on the customer profile or even during a sale and that will never display to customers or on receipts.

Company Name
Sometimes clients are actually other businesses. In that case, the first and last name may be the contact person for a business and this is where the business they represent can have their information entered.

Account Number
If you have an account number associated with a customer or business, you can enter that here.

Override Default Tax for Sale
If a customer requires taxes different from your site or product default taxes you can adjust that information here. Check the box in order to select a different tax group for sales involving this customer, or to add a custom tax below. You can select one tax group, or add up to four custom taxes.

Taxable

By default, this box is checked and a customer is considered taxable. If you uncheck this box, a new field will appear below it for you to enter the customer’s Non Tax Certificate Number.

Tier Type
If you have a customer rewards program, a tier type is how you would apply this to individual customers. Click the field to select the appropriate tier from the dropdown menu, this will apply this tier’s discount to any sale associated with the customer.

Message to Show when Adding Customer to Sale
Here you can enter a message that will display to a cashier when a customer has been associated with a sale. For example, you may want to notify the cashier if the customer is a very loyal customer and should be reminded of extra discounts they might qualify for. The message will not display on the customer-facing display.

Auto Email Receipt
Check this box if you want a customer to automatically receive an emailed copy of a receipt at the end of a transaction. A valid email must be entered for the customer in order for this feature to work.

Always SMS Receipt
Check this box if you want a customer to always receive a text message with their receipt information. A valid phone number must be entered for the customer in order for this feature to work. Note that message and data rates may apply, it is usually best to have the customer expressly request this method of receiving a receipt before activating.

Custom Fields
If you have created any custom fields for your customer records, they will show here.

Files
Here you can attach up to five files that are relevant to your customer. There is a file size limit of 100MB.