Creating a New Customer
Adding a customer to your database allows you to track their purchase history, manage their documents, and store payment methods for future use.
Open the Customer Module From the main Modules sidebar on the left, click Customers.
Initiate Creation Click the blue Create Customer button in the top right corner of the screen.
Enter Customer Details Fill out the required information in the pop-up window:
Full Name: Enter the customer's first and last name.
Business Info: Add their Business Name and Location (if applicable).
Contact Info: Provide a valid email address and phone number.
Address: Enter the street address, city, state, and zip code.
Save Click Create Customer. A green banner will confirm the profile has been successfully created.
Post-Creation Management Options
Once a customer is created, click their name in the directory to open the Customer Overview. From here, you have access to several powerful management tabs:
💳 Payment Methods
Manual Entry: Securely add a card or bank account details to the profile.
Request Payment on File: Send a secure link via email or text so the customer can enter their own payment info privately.
📄 Documents
Storage: Upload and store files related to the customer.
Requests: Send digital document requests or agreements for the customer to sign.
⚙️ Settings
Tax Status: Toggle "Tax Exempt" status for specific customers as needed.
💰 Quick Actions
At the top of the Customer Overview, you can immediately trigger sales actions:
Take Payment: Launches the Digit POS keypad with the customer already attached.
Create Invoice: Opens the invoicing tool to send a bill or estimate directly to their email.