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.
On desktop, click a column header to sort the full list:
| Column | Sort behavior |
|---|---|
| Name | A to Z, then Z to A, then default |
| Total Spent | Highest first, then lowest, then default |
| Balance | Highest balance first, then lowest, then default |
| Last Visit | Most recent activity first, then oldest, then default |
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. Back returns to the same customers list search, sort, and page you came from.
The page shows:
At a glance
Phone, Balance, Amount owed (when Customer Credit (Pay Later) is enabled), and the last order or visit date. When the customer owes money on account, View open credit orders opens the full order workspace filtered to unpaid deferred orders.
Stats
Total Spent, Total Visits, and Last order or Last visit appear as compact KPI cards below the summary.
Recent orders
The five most recent orders appear first without the full filter toolbar. Use Show all orders to open the complete paginated history with the same filters as the main Orders page (status, dates, payment status, and more). Click any order to open its details; Back on the order returns to this customer when you opened it from here.
Profile and addresses
Date of birth, member-since date, and staff notes sit below the order history. Addresses lists saved addresses with add, edit, and delete actions. See Customer Addresses for field details and default-address behavior.
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.
Customer Addresses
Add, edit, and delete delivery addresses and set a default.
Store Credit
How balance grows from refunds and how customers pay with credit.
Customer Credit (Pay Later)
Sell on credit, track amount owed, and collect later.
Creating Orders
Ring up sales in the portal with a customer pre-selected.