Help / Customers
Customer management help
Store customer profiles, attach them at checkout, and review balances and purchase history from one contact record.
Add a customer
- Create a contact with name and phone or email.
- Attach them on POS so later invoices stay linked.
- Open the contact profile for ledger history and documents.
Balances & pay-later
When customers pay later, balances appear on the contact ledger so you can follow up on outstanding amounts.
Sharing documents
Share invoices or ledger PDFs via links. Lifetime and Cloud unlock WhatsApp/email templates for faster follow-up.
Related guides
Still stuck? Contact support or read the FAQ.