The app allows you to manage your clients and build an address book. It’s very useful if you want to have a follow-up of your clients, the possibility to send a mailing, to manage debit and credit accounts, to send the invoice by email or to reveal the client’s name and address on the receipt or the preparation ticket.
Your contacts are organized under 2 types, natural person or legal entity.
In the sense of the law, a natural person is a human being who has been granted the enjoyment of rights.
The term natural person is used in opposition to the legal term of a legal entity that designates an entity (a company, a group…).
From your Backoffice, you can create groups of clients that will allow you to categorize your clients. These groups can also be assigned an automatic discount.
For example : you have a professional or VIP clientele to whom you give a 10% permanent discount, if your client is part of this group, then he will benefit from this discount at each cashing.
Create a new client
- From the main screen, click on Clients > List
- Click on New at the top right corner of the screen
- Select Natural person or Legal entity and the Title of your client
- Fill in the information from your client
- Validate, the new client is then created
Trick : When you indicate an email address, your client will automatically receive his invoice by email at each cashing.
Trick 2 : The reference area allows you to indicate a reference for your client, for example the barcode of a loyalty card. If you have a barcode scanner, you only have to scan the client’s card so that he is automatically associated to the ticket.
Trick 3 : The account number allows you, when transferring accounting data, to associate the sales made by this client to the right account. If no account number is set, the account number of the “Miscellaneous Clients” will be selected by default when exporting to accounting.
Delete a client
Deleting a client allows you to remove it from your address book but also to delete it permanently from your data. This will still be kept in the invoice history.
- From the main screen, click on Clients > List
- Find your client by scrolling through the list or using the search field
- Click on Delete, the red bin icon
- Confirm the deleting
Your client is then permanently deleted from your address book.
Create a new client group
- From the main screen, click on Clients
- Click on Client groups
- Click on + at the top right corner of the screen
- Fill in the name of the client group
- Indicate if this client group has a permanent automatic discount
- Validate
The new client group is then created.
Delete a client group
Deleting a client group allows you to remove it from your address book but also to delete it permanently from your data. This will still be kept in the invoice history.
If you want to delete a client group, first you must modify each client associated to this group and replace it by another client group.
- From the main screen, click on Clients
- Click on Client groups
- Find the client group
- Click on Delete, the red bin icon
- Confirm the deleting
The client group is then permanently deleted from your address book.