Sales & POS

Customers

Your customer list keeps a record of the people and businesses you sell to. You can attach a customer to a POS sale or an invoice so you always know who bought what.

Viewing your customers

Go to Sales → Customers to see your customer list.

The customers list

Adding a customer

  1. Go to Sales → Customers.
  2. Click + New Customer.
  3. Fill in the details and save.

Each customer record holds:

FieldNotes
NameThe customer's name.
EmailTheir email address.
PhoneTheir phone number.
CurrencyUGX.
Credit balanceThe customer's credit balance.

Using customers

Once a customer exists, you can:

  • Attach them to POS sales and invoices, so the sale is linked to their record.
  • Edit their details at any time.

Last updated 2026-08-11