Managing Customers
How to add, view, and manage customer profiles, addresses, store credit, visits, and order history.
What is a Customer?
A customer in Cashvio is a person who buys from your store. Keeping customer records helps you track purchase history, manage store credit, and provide better service.
You can create orders with or without attaching a customer — customers are optional but recommended.
Adding a Customer
- Go to Customers in the sidebar.
- Click Add Customer.
- Fill in the customer details:
| Field | Description |
|---|---|
| Phone Number | The customer's phone number — this is the required, identifying field |
| Name | Optional display name |
| Date of Birth | Optional, useful for birthday offers |
| Notes | Private staff-only notes (preferences, allergies, special instructions) |
| Address | Optional — you can add an address right away in the collapsible address section |
- Click Save.
You can also add a customer directly from the New Sale screen or from the Add Customer quick action on the Dashboard.
Viewing Your Customers
The Customers page shows a searchable list with:
| Column | Description |
|---|---|
| Name | Customer name (or "unnamed") |
| Phone | Phone number |
| Total Visits | Number of recorded visits |
| Total Spent | Total amount spent |
| Balance | Store credit balance (green when positive, red when negative) |
| Last Visit | Date of the most recent visit |
Search by name or phone to find a specific customer. Each row also has actions to Edit, Delete, or Record Visit.
Customer Details Page
Click on a customer to open their profile. The header includes a New Order button that opens the sale screen with this customer pre-selected. The page shows:
Stats
Four cards at the top: Balance, Total Spent, Total Visits, and Last Visit.
Contact Information
Name, phone, date of birth, member-since date, and staff notes.
Addresses
All saved addresses with add, edit, and delete actions (see below).
Order History
The customer's full order list with the same filters as the main Orders page (status, dates, payment status, and more). Click any order to open its details.
Recording a Visit
Use Record Visit to log a purchase that happened outside the system (for example, before you started using Cashvio, or an offline sale):
- Click Record Visit from the customer's page or the list row menu.
- Enter the purchase amount for the visit.
- Click Save.
The customer's total visits, total spent, and last-visit date update accordingly. Orders created in Cashvio update these stats automatically — you do not need to record visits for them.
Customer Addresses
Each customer can have multiple addresses for delivery orders:
Adding an Address
- Open the customer's details page.
- In the Addresses section, click Add New Address.
- Fill in the address details:
| Field | Description |
|---|---|
| Address Type | Apartment, House, or Office |
| Country / City | Selected from lists (city depends on the country) |
| Region | Required — the area or district |
| Contact Phone | Required — defaults to the customer's phone |
| Street / Building / Floor / Apartment / ZIP | Detailed address fields |
| Additional Details | Any extra delivery instructions |
| Default Address | Check to make this the default delivery address |
- Click Save.
You can edit or delete any address from its card.
Tip
When creating a delivery order, the customer's default address is filled in automatically, but you can pick any of their saved addresses.
Store Credit (Balance)
Store credit is a balance on the customer's account that can be used to pay for orders.
How balance changes
- Refund to store credit — When you issue a refund with the method Store Credit, the amount is added to the customer's balance.
- Paying with store credit — When taking payment on an order for this customer, enable Use Store Credit to apply the balance. If the credit doesn't cover the whole amount, the rest is paid with another method.
Note
The balance shown on the customer page is managed automatically by orders and refunds. There is no manual "add credit" button — to give a customer credit, issue a refund with the Store Credit method.
Editing a Customer
- Open the customer's details page (or use Edit from the list row menu).
- Click Edit Customer.
- Update the name, phone, date of birth, or notes.
- Click Save.
Deleting a Customer
- Open the customer's details page.
- Click Delete.
- Confirm the deletion.
Note
Deleting a customer does not delete their order history. Past orders still reference the customer.