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Add or edit a customer

👤 For: Cashiers and front-desk staff

Add a new customer​

  1. Tap Search Customer, on the billing screen or in the Customer tab.
  2. Type the new customer's phone number (or email). You'll see Customer Not Found.
  3. Tap Add New.
  4. Fill in the Add Customer form:
FieldRequired?Notes
First Name✅ YesAt least 3 letters
Last NameOptional
Gender✅ Yes
Phone Number✅ Phone or emailMust be a valid phone number
Email✅ Phone or emailMust be a valid email address
Age GroupOptional
Customer TypeOptional(Only if customer types are turned on. See below.)
AddressOptional
Birthday / AnniversaryOptionalSimple POS reminds you when these are coming up, which is great for special offers! 🎂
  1. Tap SAVE.

💡 Tip: If your store checks phone number length, the search box tells you how many digits are left, e.g. "3 remaining digit", so you don't save a number with a digit missing.

🔓 Optional feature: Phone number length check Ask your admin to turn ON ShouldValidateCustomerPhoneNumberLength in the back office settings. If the setting is not available, please contact Invoay Support.

🔓 Optional feature: OTP when saving a customer If your store has this turned on, the customer receives a one-time code on their phone when you tap SAVE. Enter it to finish. If it's wrong, you'll see OTP Validation Failed. Ask your admin to turn ON ValidateOtpOnCustomerSave (under OTP Validation Settings) in the back office settings. If the setting is not available, please contact Invoay Support.

🔓 Optional feature: Customer types Customer types let you group customers, for example Regular, VIP or Staff. If your store uses them, you'll see a Customer Type field. Ask your admin to turn ON IsCustomerTypeEnabled in the back office settings. If the setting is not available, please contact Invoay Support.

Edit a customer​

  1. Open the customer's profile.
  2. On Customer Detail, tap the ✏ī¸ edit icon next to their name.
  3. Make your changes and tap SAVE.

ℹī¸ Note: Once saved, a customer's phone number and email can't be changed here. You'll see "cannot Modify number". This protects the customer's history, points and wallet. If a number really needs changing, ask your manager to update it in the back office.

Add family members​

🔓 Optional feature: Family members (related customers) If your store has this turned on, you'll see an AddOn Family Member area on the Customer Detail page. Family members can be linked to a main customer. For example, a mother can add her children. Ask your admin to turn ON IsRelatedCustomerEnabled in the back office settings. If the setting is not available, please contact Invoay Support.

On the main customer's Customer Detail page:

  • Tap Add to create a brand-new family member. The form shows Parent: with the main customer's name.
  • Tap Add Existing to link someone who's already a customer.

To unlink a family member, tap the delete icon next to their name and confirm with Yes.

A family member's profile shows their Parent at the top. Tap it to jump to the main customer.

ℹī¸ Note: If you see Customer Not Synced., the customer was only just created. Wait a moment for them to finish saving, then try again.

Save business (GST) details​

For business customers who need a GST invoice:

  1. Open the customer's profile and go to GST Details.
  2. Choose the registration type, e.g. Register Business – Regular or Register Business – Composite.
  3. Enter the GST Number and select the GST state.
  4. Tap Save. You'll see Saved Successfully...

Add an alternate number for OTPs​

If the customer would like one-time codes sent to a different number, such as a family member's phone:

  1. Open the profile and go to Customer Extra Details.
  2. Enter the Alternate Mobile No. for OTP.
  3. Tap Save. You'll see Alternate Mobile no. Saved.