CUSTOMER TAB 101

The customer tab is intended to provide you with access to your customers data who have ordered at YOUR shop! 

How to Navigate the Customer Tab

Enter Name or Phone Number to find a customer and view the following information:

• Customer Name: First and Last Name
• Balance: Total funds available to SPEND at YOUR shop
• Phone Number: Phone number for the customer
• Load Funds: Ability to add funds to your customers balance
• Clear Balance: Ability to refund the balance of the customers
• View Order: Ability to see the last 4 orders, refund their previous order or print a receipt for their purchase

How to Refund Previous Orders

Once you have searched for the customer in the search bar:

1. On their customer card, tap View Orders
2. Select the order you want to refund
3. A pop-up will appear with the order information - select which items you want to refund, then tap Refund Items