Managing Customers

How to add, view, edit, and delete customer profiles, record visits, and review 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

Cards at the top include Balance, Total Spent, Total Visits, and Last Visit. When Customer Credit (Pay Later) is enabled, Amount owed appears as a separate stat.

Contact Information

Name, phone, date of birth, member-since date, and staff notes.

Addresses

All saved addresses with add, edit, and delete actions. See Customer Addresses for field details and default-address behavior.

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, so you do not need to record visits for them.

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.