Creating a customer record in WIZniche POS allows you to track their purchases, send invoices, and build a history of their relationship with your business. Customers can be created manually or added on the fly during a transaction.
How to Create a Customer Manually
Click Customers in the left sidebar.
Click the blue Create Customer button in the top right.
Fill in the customer's details.
Click Save.
Customer Fields
Personal Information
First Name and Last Name (required)
Email — Used for sending invoices, receipts, and payment links.
Phone
Address
Street Address, Apt/Suite, City, State, ZIP Code, Country
Used on invoices, receipts, and for tax calculation where applicable.
Notes
An internal notes field for anything your team needs to know about this customer — allergies, preferences, account terms, etc.
Creating a Customer During a Transaction
You can also create a customer on the fly when processing a transaction in the Virtual Terminal or when creating an invoice — type the name in the Customer field and select the option to create a new record. You can fill in full details from their profile later.
Need Help?
Email: [email protected]
Phone: 844-949-6424 (844-WIZ-niche)
Live Chat: Click the blue WIZchat Messenger icon in the bottom corner of your screen.