The customer profile
👤 For: Cashiers, front-desk staff and store managers
The Customer Detail page is the customer's summary card. Here's what's on it, and what you can do.
At a glance
Contact details at the top: name, phone, gender, age group, address, email, birthday, anniversary and customer type.
🔓 Optional feature: Hide phone numbers To protect customer privacy, your store can show phone numbers partly hidden, like 9876****21. Ask your admin to turn ON
ShouldMaskCustomerPhoneNumberin the back office settings. If the setting is not available, please contact Invoay Support.
Key numbers:
| Item | What it shows | Tap it to… |
|---|---|---|
| Pending Amount | Money the customer still owes | – |
| Last Visit | Date and time of their last bill | – |
| Bill Count | How many bills they've had | – |
| Revenue | How much they've spent in total | – |
| Loyalty Points | The value of their points | – |
| Wallet & Advance Card | Their store wallet balance | Recharge the wallet. See Wallet recharge. |
| Last Remark | The most recent note about them | Add a new remark |
| Gift Voucher Redeem | – | Redeem a gift voucher. See Gift vouchers. |
Further down, you'll also see the customer's membership wallets (with start date, end date and balance) and memberships (with start and end dates).
Messaging settings
Under Messaging Settings, you'll see whether the customer has opted out of messages:
- Is Transactional Unsubscribed: bill and appointment messages.
- Is Promotional Unsubscribed: offers and marketing messages.
🔓 Optional feature: Change messaging choices at the counter If your store allows it, you can flip these switches when a customer asks to stop, or start, receiving messages. You'll see Customer Update Successful. Ask your admin to turn ON
IsCustomerMessagingOptionsEditableInPOSin the back office settings. If the setting is not available, please contact Invoay Support.
Remarks (notes about the customer)
Remarks help everyone on your team give great service, for example "Prefers Anita", "Sensitive scalp" or "Likes green tea". The latest remark pops up automatically when the customer is chosen for a bill.
Add a remark: On Customer Detail, tap Last Remark. Or go to Customer Remark and tap New Remark. Type the note and save it.
See all remarks: Go to Customer Remark. Each note shows the date, store and staff member. Tap a note to read it in full.
Delete a remark: Tap the delete option on the note and confirm. If you see "Remark not sync try after some time", the note was only just added. Wait a moment and try again.
Documents
Keep useful files with the customer's profile, such as consent forms, prescriptions or reports.
- Go to Documents and tap Add File.
- Choose the file(s) and tap Save File.
- Allowed types: PDF, Word (doc, docx) and Excel (xls, xlsx)
- Maximum size: 2 MB per file
To download a document, tap it and choose Yes. To delete one, tap delete and confirm with Yes.
You'll need an internet connection to add, download or delete documents.
Gallery (photos)
Great for before-and-after photos, hairstyles, or colour references. 📸
- Go to Gallery and tap Add Image.
- Choose where the photo comes from, camera or gallery. (On Windows computers, only saved pictures can be chosen.)
- Tap Save. You'll see "… image saved."
Tap a photo to view it larger, with the date it was taken. To remove one, tap delete and confirm.