Help centre · Step-by-step manual
Customers
Choose the appropriate workspace and branch. Your plan, enabled modules and team permissions determine which actions are available.
16Suppliers & clients (new in 1.2)
An optional feature, switched on in Settings → General → Enable suppliers & clients lists. When on:
- A Suppliers & clients button appears in the top bar: a page with a Suppliers tab and a Clients tab (add / edit / delete).
- Clients:
name, phone, notes, this month's purchases, credit balance (if they buy on credit) and last activity. Statement opens the credit ledger. Credit customers and clients are the same list. - Suppliers:
name, phone, notes, number and total of deliveries and the last one. Deliveries shows everything received from that supplier (date, product, quantity, cost, expiry, who received it). - On a sale: a “Client: none” button above the cart. Pick or type a client and the receipt is recorded and printed with the
name— cash, card or credit (pressing Credit with a client picked charges that client). Cleared after every receipt. - When receiving stock: a “Supplier: none” button in the Inventory. Pick the supplier once and every receive after it (by scan or “Receive quantity”) is logged to that supplier.
On this screen
Online · Who owes
Record a payment · Total owed · Customer · Name · Phone · Last activity · Balance · Nobody owes anything · Print everyone owed
Online · Record a payment
Pick the customer and type the amount (default = the whole balance).
Back · Customer · Amount · Note · Payment recorded · New balance
Online · Your statement
In your favour · To pay · Of which overdue · Pay now by card or wallet · How to pay · Still to pay · Date · What · Due · Left · Amount · Your subscriptions · Next bill · Pause
Online · Printable statement
To keep a PDF, print and choose "Save as PDF".
Customer account · Print · To keep a PDF, print and choose "Save as PDF".
Online · Customers
Show · Save
Online · Customers · 2
Name · Phone · Balance · Points · No customers yet. · Wholesale client · Statement · Projects · Customer 360 · New customer · A customer with this name already exists · Use the existing customer · Add anyway with a different name · Note
Online · Statement
Back · Balance · Phone · Date · Kind · Note · Amount · Running · No data for this period · Record a payment · WhatsApp · Print
Desktop · Customers
Charge to whom? · Which client? · New customer · Or pick from the list · Phone (optional) · OK · Cancel · No client · Enter the customer name
Desktop · Credit accounts
Retire the old notebook: sell on credit to a customer from the sales screen and their name and balance show up here.
Customer · Phone (optional) · Owed · Last activity · No credit customers yet · Statement · Record payment · Print everyone's balances · New customer · Close · Move in the list · Close this screen · This list of shortcuts · Total owed
Desktop · Statement
Date · Details · Charge · Paid · Balance owed · Print customer statement · Close
Desktop · A customer with this name already exists
Use the existing customer · Add anyway with a different name · Cancel
Desktop · Suppliers & clients
Press “Add” to register the first one, then follow their deliveries and account from here.
Press “Add”, or pick the client while you sell and they land here by themselves.
Close · Add new · Open the selected row · Switch tab · Move in the list · Close this screen · This list of shortcuts · Suppliers · Supplier · Phone (optional) · Notes · Deliveries · Deliveries total · Last delivery
Desktop · Wholesale client (buys at the wholesale price)
Client tax registration number · Companies only — printed on invoices and sent to the ETA · Phone (optional) · Notes · Save · Name is required · Cancel
