Customers
Learn how to create and manage your Customers in WIZniche POS
18 articles
- Viewing All Customer OrdersHow to place a new order directly from a customer profile or view all customer order in WIZniche POS
- Viewing All Invoices for a CustomerHow to view all invoices for a customer from their profile in WIZniche POS — filtering by status and opening invoice details.
- Supporting Canadian AddressesHow to enter and save Canadian addresses on customer profiles in WIZniche POS — province selection and postal code formatting.
- Saving a Payment Method on File for a CustomerHow to save, use, and remove a payment method on file for a customer in WIZniche POS.
- Setting Custom Item Pricing for a CustomerHow to set custom item prices for specific customers in WIZniche POS — for wholesale accounts, negotiated pricing, or VIP rates.
- Customer NotesHow to use the Customer Notes in WIZniche POS — adding, editing, and managing internal notes on a customer record.
- Customer Files TabHow to use the Customer Files tab in WIZniche POS to upload and store documents against a customer record.
- Customer Credit / Balance TabWhat the Customer Credit / Balance tab shows in WIZniche POS — account credit, outstanding balance, and how credits are applied to transactions.
- Deleting a CustomerHow to permanently delete a customer in WIZniche POS and what to consider before doing so.
- Adding an Additional Contact to a CustomerHow to add and manage additional contacts on a customer profile in WIZniche POS — for companies or customers with multiple points of contact.
- Customizing Columns on the Customer ListHow to customize which columns are visible on the WIZniche POS Customer List and sort by any column.
- Exporting Your Customer ListHow to export your WIZniche POS customer list to a spreadsheet — what's included and common uses.
- Setting a Customer as Tax ExemptHow to set a customer as tax exempt in WIZniche POS and how the exemption is applied automatically at checkout.
- Viewing a Customer's Transaction HistoryHow to view a customer's full transaction history and summary metrics in WIZniche POS.
- Editing a Customer ProfileHow to edit a customer's profile in WIZniche POS — contact details, address, tax status, and notes.
- Creating a New CustomerHow to create a new customer record in WIZniche POS — manually or during a transaction.
- The Customer List Page — Understanding the List ViewHow to use the WIZniche POS customer directory — searching, filtering, and understanding what's shown in the list.
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