Add a customer
AdminCashier
Register a new customer for billing, loyalty and follow-up.
Overview
Registering a customer lets you address invoices to them, accumulate loyalty points and find their history.
Access
Tap the "New customer" icon (cashier top bar) or the matching card on the admin dashboard.
Interface description
- First name and Last name: Customer identity (required).
- Phone: Contact number (required, valid format).
- E-mail: Enables sending invoices by e-mail.
- Address and Country: Customer postal details.
- Save customer: Validates the creation.
Step-by-step procedure
- Open "New customer". -> The customer form appears.
- Fill in first name, last name, phone, and ideally e-mail and address. -> The required fields are validated along the way. (Check: Check the phone number (format).)
- Tap "Save customer". -> The customer is created and available for selection in a sale.
Examples
[Simple] Quick customer at the till: A customer asks for an invoice in their name: you add them (first name, last name, phone, e-mail) then select them on the sale.
Error messages
Invalid phone number: (
Cause) The entered number does not match a valid format. (Solution) Enter a correct number (prefix + digits, no stray characters).
Missing required fields: (
Cause) A required field (first name, last name, phone) is empty. (Solution) Complete all required fields before saving.
Tips
- Fill in the e-mail at creation: that is what enables automatic invoice sending.