Keep customer records

Most shops have a handful of customers who account for a surprising share of takings. Swipee lets you keep records for them without turning your counter into a data-entry desk.

Add a customer

1. 1
   Open Customers in the dashboard.
2. 2
   Choose Add customer.
3. 3
   Enter their first and last name, and a phone number or email.
4. 4
   Add a note if it helps — "buys stock for the tuckshop on Fifth", "pays on Fridays".
5. 5
   Save.

Phone number or email is what lets you send them a receipt later, so capture at least one.

Attach a customer to a sale

At checkout, choose the customer before you charge. The sale is then linked to their record and appears in their history.

What you can see per customer

• Every sale attached to them
• What they spend and how often
• Their contact details and your notes
• What they owe the shop, what the shop owes them in store credit, and their full account statement

Customer accounts

Open Account on a customer to set a credit limit, take a repayment, issue store credit, and read every movement on their statement. At checkout, Customer account can spend their store credit first and put an allowed remainder on the slate.

See Sell on a customer account for the complete workflow.

Who is worth recording

• Anyone who buys on account or in bulk.
• Anyone who asks for receipts.
• Anyone who comes back weekly.

Do not try to record everyone. A short, accurate list beats a long, stale one.

Editing and removing

Open the customer to edit their details, or delete the record if they ask you to. Deleting a customer does not delete their past sales — the transactions remain in your history, just no longer linked to a person.

Privacy

Customer details belong to your business and are only visible to you and whoever you give dashboard access to. Only collect what you actually need, and tell customers why you are asking.

Next steps

• Find a transaction
• Sell on a customer account
• Print and reprint receipts