Customers
👤 For: Cashiers, front-desk staff and store managers
The Customer tab is your customer address book, with each customer's full story in one place: who they are, what they've bought, what's in their wallet, their packages and memberships, notes, photos and more.
Open a customer's profile
There are three ways:
- From the Customer tab. Tap Search Customer at the top, type a name or phone number, and tap the customer.
- From the billing screen. Tap the 👤 icon (or any L / M / MW / P badge) on the customer card.
- With the keyboard. Press F3 on a computer. If a customer is on the current bill, their profile opens straight away. Otherwise, you're taken to the Customer tab.
To switch to another customer, tap the ✕ next to the name and search again.
Finding your way around a profile
On a computer, the profile's sections are listed on the left. On a phone, tap the ☰ menu icon to see them. When you open a profile from the billing screen, the sections appear as tabs across the top.
| Section | What you'll find | Page |
|---|---|---|
| Customer Detail | Contact details, balances, family members and messaging preferences | The customer profile |
| AI Recommendations History | Past AI suggestions made for this customer | Customer history |
| Customer Remark | Notes your team has saved about the customer | The customer profile |
| Bill Detail / Service / Products | Every bill, and everything they've bought | Customer history |
| Loyalty Points Additions / Deduction | Points earned and spent | Customer history |
| Wallet Memb. Purchase / Redeem History | Membership wallet top-ups and spending | Customer history |
| Package Detail / Package Service Consume History | Packages bought and services used | Customer history |
| Pending Amount History / Pending Settlement History | Money owed, and payments made against it | Settle a pending amount |
| Membership Details | Memberships, with start and end dates | Customer history |
| W/P Recharge History / W/P Redeem History | Store wallet top-ups and spending | Wallet recharge and gift vouchers |
| Appointments | Past and upcoming appointments | Customer history |
| Coupons | Coupons issued to this customer | Customer history |
| GST Details / Customer Extra Details | Business tax details and an alternate OTP number | Add or edit a customer |
| Documents / Gallery | Files and photos saved for the customer | The customer profile |
Can't see a section?
Each section can be allowed or blocked for each staff login. If your login isn't allowed to see a section, you'll either:
- see 🛑 Access Denied 🛑 when you open it, or
- not see it in the list at all. (Some stores choose to hide sections staff can't open.)
If you need access, ask your manager or admin to update your permissions in the back office.
🔓 Optional feature: Hide sections you can't open To hide blocked sections completely instead of showing "Access Denied", ask your admin to turn ON
HideUnauthorizedReportsInSimplePOSin the back office settings. If the setting is not available, please contact Invoay Support.