ITEM 01
Names in a Notebook, Numbers in a Phone
Customer details live in three places and belong to whoever wrote them down. When that employee is off, the knowledge is off with them.
Customers & Loyalty
Know Your Customers Better Than a Notebook Ever Could
A customer profile starts with just a phone number. From there, Cashvio tracks every visit, every order, every address, and every pound of store credit — so when a regular walks in, you already know their story.
Live view — customers
NO. 01
Customers Deserve Better Than Scattered Notes
Most shops know their customers by face and keep the rest in their head, a notebook, or a phone contact list. That knowledge disappears the moment it is needed most.
ITEM 02
No Purchase History
A customer asks about something they bought two months ago — the color, the size, the price. Without order history under their name, you simply cannot answer.
ITEM 03
Store Credit on Paper Slips
Refund a customer with a handwritten IOU and one of two things happens: they lose it, or you both argue about it later. Neither builds trust.
ITEM 04
Asking for the Address Every Time
Delivery customers repeat their full address on every order. It gets typed wrong, the courier calls angry, and a ten-minute delivery becomes an hour.
NO. 02
A Complete Customer Record, Built From Sales
You do not fill in forms all day. Profiles build themselves from real orders — you just attach the customer at checkout.
ITEM 01
Profiles From Just a Phone Number
The phone number is the only required field. Name, birth date, and notes are optional — add them when you learn them. Create customers from the customer page, the POS, or the dashboard.
Phone Required OnlyAdd From POSOptional Details
ITEM 02
Visits, Spending & Last Visit
Every customer shows total visits, total spent, store credit balance, and their last visit date — updated automatically with every order they place.
Total VisitsTotal SpentLast VisitAuto-Updated
ITEM 03
Store Credit That Manages Itself
Refund to store credit and the balance goes up. The customer pays with credit at checkout and it goes down. No paper IOUs, no manual math, no arguments.
Refund to CreditPay With CreditAutomatic Balance
ITEM 04
Saved Delivery Addresses
Save multiple addresses per customer — apartment, house, or office — with region, street, floor, and delivery instructions. The default address fills in automatically on delivery orders.
Multiple AddressesDefault AddressDelivery Notes
ITEM 05
Full Order History Per Customer
Open a customer and see every order they ever placed, with the same filters as the main orders page. Answer "what did I buy last time?" in seconds.
All OrdersFilterableLinked Details
ITEM 06
Private Staff Notes
Keep notes only your team can see — preferences, allergies, special instructions, or how they like their order packed. Small details that make customers feel known.
Staff-OnlyPreferencesSpecial Instructions
ITEM 07
Record Past & Offline Visits
Log purchases that happened outside the system — sales from before Cashvio, or offline sales — so a customer's totals reflect their real history with your shop.
Offline SalesHistorical TotalsOne-Tap Log
ITEM 08
New Order From the Profile
A New Order button on every customer's page opens the sale screen with that customer already attached — their credit balance visible and their address ready.
Pre-Selected CustomerCredit VisibleFaster Checkout
NO. 03
From Stranger to Regular in Three Steps
No setup project, no data entry marathon. Start attaching customers to sales and the records build themselves.
01
Save the Phone Number
At checkout, attach an existing customer or create one on the spot with just their phone number. It takes five seconds and never slows the line.
02
Sell Like You Always Do
Every order under their name updates their visits, spending, and last-visit date automatically. Delivery orders save their address for next time.
03
Use What You Know
See who your best customers are, check balances before promising refunds, greet regulars with their usual order, and send their receipt straight to WhatsApp.
NO. 04
Store Credit: Refunds Customers Actually Like
Instead of handing cash back out of the drawer, offer credit that keeps the money in your business — tracked to the pound.
ITEM 01
Refund to Credit
When you process a refund, choose Store Credit as the method — the amount is added to the customer's balance the moment the refund is processed.
ITEM 02
Pay With Credit
At checkout, a Use Store Credit toggle appears for customers with a balance. Credit covers the order first; any remainder is paid with cash or another method.
ITEM 03
Always Accurate
The balance is managed entirely by orders and refunds — nobody can fat-finger it. It shows green on the customer list, so the whole team sees it at a glance.
Frequently Asked Questions
Common questions about managing customers in Cashvio.
What information do I need to create a customer?
Just a phone number. Name, date of birth, notes, and address are all optional — you can add them later as you get to know the customer.
Can I sell without attaching a customer?
Yes. Customers are optional on every sale. Attach one when you want the order on their record — for history, store credit, or delivery.
How do I give a customer store credit?
Issue a refund and choose Store Credit as the refund method. The amount is added to their balance automatically when the refund is processed. There is no manual "add credit" button — every credit comes from a real, recorded refund.
How does a customer spend their store credit?
When taking payment on their order, enable the Use Store Credit toggle. The balance is applied first, and if it does not cover the whole amount, the customer pays the rest with any other method.
Can a customer have more than one delivery address?
Yes — save as many as needed (apartment, house, office) and mark one as the default. On delivery orders, the default fills in automatically, and you can switch to any saved address.
Can I record sales that happened before I used Cashvio?
Yes. Use Record Visit on the customer's page to log a purchase amount from outside the system. Their total visits, total spent, and last-visit date update accordingly.
If I delete a customer, do I lose their orders?
No. Past orders keep their data. Deleting a customer removes the profile but never rewrites your sales history.
Is customer management free?
Yes. Customer profiles, store credit, addresses, and order history are all included in the free forever plan.
Also free on Cashvio
Start with a free POS and a free online store — no credit card required.
Start Remembering Every Customer
Create your free account and attach a customer to your next sale — that is all it takes to start building real customer records.
Customer management is included in the free plan