Add Customer

Main Branch #1 Back to Customers

Basic information

* Required

Upload photo

Profile image

JPG or PNG, up to 2 MB.

First name *

First name is required.

Last name

Customer ID

Auto-generated when you save.

Date of birth

Gender

Female Male Other

Customer group

The group sets the default discount, credit limit and loyalty earn rate — see the perks card.

Contact details

Phone *

A phone number is required.

Enter a valid email address.

Preferred contact

Promotional messagesSend offers, birthday coupons and digital receipts by SMS or email.

Addresses

Billing address

Street address

City

State

ZIP / postal code

Country

Shipping address

Same as billing

Street address

City

State

ZIP / postal code

Country

Tax & compliance

Tax / GST number

Optional. Add for business customers to print it on invoices.

Tax treatment

Applies to every sale unless changed at checkout.

Credit & balance

Opening balance

Credit limit

Use Regular group default

Payment terms

Credit sales are blocked once the outstanding balance reaches the limit. Managers can override at checkout.

Notes & tags

Notes

Status

ActiveCan shop, earn points and buy on credit. InactiveHidden from POS search. History is kept. BlockedCannot purchase. Credit is frozen.

Active

New customer

Regular Bronze · 0 pts

Phone not added

Email not added

Address not added

Credit limit$500.00

Opening balance $0.00$500.00 available

Customer since Sep 23, 2026

Group perks · Regular

Manage

Everyday shoppers on standard pricing.

0%Discount

$500Credit

1.0×Points

Earns 1 point per $1 spent.

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