Managing Customers
How to add, view, and manage customer profiles, store credit, addresses, 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 |
|---|---|
| First Name | Customer's first name |
| Last Name | Customer's last name |
| Customer's email address (optional) | |
| Phone Number | Customer's phone number |
| Date of Birth | Optional, for birthday rewards and marketing |
| Notes | Private notes about customer preferences, allergies, or special instructions |
- Click Save.
You can also add a customer directly from the Create Order screen by clicking Add Customer.
Note
Customer addresses are managed separately after creating the customer. See the Customer Addresses section below.
Viewing Your Customers
The Customers page shows a searchable list with:
| Column | Description |
|---|---|
| Customer Name | Full name |
| Phone | Phone number |
| Email address | |
| Total Orders | Number of orders placed |
| Total Spent | Total amount spent |
| Balance | Store credit balance |
Search by name or phone to find a specific customer.
Customer Details Page
Click on a customer to see their full profile:
Contact Information
- Name, email, phone, date of birth, and addresses
Order History
- A list of all orders placed by this customer
- Click an order to view its details
Customer Visits
- Track the number of times the customer has visited your store
- View visit history with dates and order details
Store Credit Balance
- Current store credit balance
- History of credit additions and usage
Returns History
- List of returns made by this customer
Customer Notes
- Private notes about customer preferences, allergies, or special instructions
- Only visible to staff members, not customers
Customer Addresses
Each customer can have multiple addresses saved for easy order fulfillment:
Adding an Address
- Open the customer's details page.
- Go to the Addresses section.
- Click Add Address.
- Fill in the address details:
| Field | Description |
|---|---|
| Address Type | Apartment, House, or Office |
| Country | Country name |
| City | City name |
| Address Details | Street, building, floor, apartment number, etc. |
| Default Address | Check to set as the default shipping address |
- Click Save.
Managing Addresses
- Set Default — Click on any address to set it as the default
- Edit Address — Click Edit to modify address details
- Delete Address — Remove addresses that are no longer needed
Tip
When creating a delivery order, the customer's default address is automatically filled in, but you can select a different address from their saved addresses.
Managing Store Credit
Store credit is a balance on a customer's account that can be used for future purchases.
Adding Store Credit
- Open the customer's details page.
- Find the Store Credit section.
- Click Add Credit.
- Enter the amount and a reason.
- Click Save.
Balance Adjustments
You can manually adjust a customer's store credit balance:
- Open the customer's details page.
- Go to the Store Credit section.
- Click Adjust Balance.
- Enter the adjustment amount (positive to add, negative to subtract).
- Add a reason for the adjustment (e.g., "Correction for order #123").
- Click Save.
All balance adjustments are recorded in the credit history, showing the previous balance, adjustment amount, new balance, reason, and timestamp.
How Store Credit is Used
- When creating an order for this customer, you can select Store Credit as a payment method.
- The credit is deducted from their balance.
- If the credit does not cover the full order, the remaining amount can be paid with another method.
Store Credit from Refunds
When you issue a refund with the method Store Credit, the refund amount is added to the customer's balance automatically.
Credit History
View the complete history of all store credit transactions:
- Credit additions (manual or from refunds)
- Credit usage (when used for orders)
- Balance adjustments
- Each entry shows the date, amount, reason, and resulting balance
Editing a Customer
- Open the customer's details page.
- Click Edit.
- Update the information (name, email, phone, date of birth, notes).
- Click Save Changes.
Managing Customer Notes
Customer notes are private notes visible only to staff members. Use them to record:
- Customer preferences (e.g., "Prefers contactless delivery")
- Allergies or dietary restrictions
- Special instructions (e.g., "Ring doorbell twice")
- Important reminders about the customer
To add or edit notes:
- Open the customer's details page.
- Go to the Notes section.
- Click Add Note or Edit.
- Enter your note and click Save.
Deleting a Customer
- Open the customer's details page.
- Click Delete from the actions menu.
- Confirm the deletion.
Note
Deleting a customer does not delete their order history. Past orders still reference the customer name.