You can add all your customers to the platform and track their financial transactions accurately. This helps you organize information and access it quickly when needed.
Adding Customer Data
From the Customers list:
Go to Sales & Customers > Customers > New.
Add the basic details:
Customer Name
Customer Code
Phone Number
Opening Balance (if any)
Click Save.
ℹ️ When issuing tax invoices between establishments (B2B), add the following:
Customer’s Tax Number
Commercial Registration Number or National ID
Address
From the Sales screen:
Go to Sales & Customers > Point of Sale.
Open the sales register.
Click the Customer option on the left side of the screen.
Click the (+) sign.
Add the customer details.
Click Add.
Continue the steps to issue the sales invoice.
Editing Customer Data
Go to Sales & Customers > Customers.
Search for the customer by name, code, or phone number.
Click the (⚙️) icon > select Edit.
Update the required fields.
Click Save.
ℹ️ You can edit all customer details except:
Customer Code
Opening Balance (if it has already been used for collecting due amounts from the customer).
Deleting Customer Data
Go to Sales & Customers > Customers.
Search for the customer by name, code, or phone number.
Click the (⚙️) icon > select Delete.
ℹ️ A customer can only be deleted if they have no outstanding balance.
Accessing Customer Invoices
Go to Sales & Customers > Customers.
Search for the customer by name, code, or phone number.
Click the customer code > Customer Invoices.
All invoices for that customer will appear.
Exporting the Customers List
Go to Sales & Customers > Customers.
Click Export.
An Excel file containing all customer details will be downloaded.
FAQs
1. Is there a limit to the number of customers I can add?
No, there is no limit.
2. Can I add more than one customer with the same phone number?
No, each customer must have a unique phone number.
3. Can I edit customer details from the Rewaa Cashier app?
No, customer details can only be edited from the browser.
4. Will invoices or reports be affected if I delete customer data?
No, invoices and reports will remain unchanged.
5. Can I delete all customers at once?
No, customers must be deleted individually.
6. What customer data is included in the exported Excel file?
All customer details, including basic and additional fields (if any).
7. Can I restore customer data after deleting it?
No, deleted customer data cannot be restored.
8. Can I view customer invoices without going to the Customers list?
Yes, go to Sales & Customers > Sales Invoices and search by customer name. All related invoices will appear.
9. I added the customer’s name but it does not appear on the invoice. Why?
Make sure the “Customer Name” option is enabled:
Go to Sales & Customers > Sales Settings > Receipts.
Check (✔) the Customer Name option.
Click Save.
10. Can I set user permissions for accessing customers?
Yes, you can:
Go to Settings > Users.
Click the (⚙️) icon > Edit User.
Make sure Custom is selected.
Expand Sales Invoices, E-commerce, and Customers.
Enable the appropriate permissions for the user.
Click Save Custom User.