Customers and Payments

Retail regulars are gold. They’re the people who stop by every Tuesday, know your crew by name, and sometimes ask: “Can I grab this now and settle up on Friday when I get paid?” DRX makes running customer tabs and store credit painless without making you act like an aggressive loan shark or collect intrusive personal data. You can manage customer tabs using simple, respectful aliases while keeping every dollar owed and paid straight to the penny.

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1. Adding and managing customer profiles

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On Desktop Web (Browser)

1. Click Customers in the left sidebar.
2. Click Add customer.
3. Enter an Alias or customer name (e.g., “Big Mike” or “Corner Coffee Sarah”).
4. Optional fields: phone number and email are completely optional! If your store runs on minimal data or Alias Mode, just save the alias.
5. Set a Store Credit Limit: If you want to let this customer run a tab, enter a credit limit (e.g. $100.00). If you only want them paying cash/card at the counter, leave the credit limit at $0.
6. Click Add to save the profile.

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On iPhone (Native iOS App)

1. Tap the Customers tab at the bottom of your screen.
2. Tap the + button in the top right to slide up the native customer sheet.
3. Type the alias, set an optional credit limit, and tap Save.
4. To see what a customer owes, tap their name to open their native customer card—their balance due and transaction history are laid out in clean cards!

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On Android & Mobile Web

1. Open the Customers tab from the bottom navigation bar.
2. Tap New Customer, type their alias and optional phone number, and save.

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2. Attaching a customer to a sale

When a customer steps up to the register:

1. In New sale on web (or POS on iOS and Register on mobile), tap Customer (Optional).
2. Type their alias or phone number and tap Lookup.
3. Select their profile from the matching list.
4. Now, if they want to put the purchase on their store tab, choose CREDIT at checkout and tap Complete Sale. Their balance due increases immediately.

You can also use Quick Create on the payment step without leaving the current sale. On iOS, choose Create new customer from the customer picker; on Android, choose Create a customer here. Quick Create asks for a phone number and optional alias, and applies the same customer permission and privacy rules. If the business policy does not allow collecting a phone number, stop and ask the owner to review the policy. A sale without a customer still creates sales records.

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Add a customer after a sale

If a completed cash or card sale was left anonymous, an authorized operator can link a customer afterward: open Sale Details on desktop web, use Add customer to this sale on the iOS receipt, or choose Add customer in Android Sales history. Choose the matching active customer and confirm once. This records customer attribution and updates purchase history; it does not change the sale total, payment, stock, or credit ledger. Credit sales cannot be reassigned this way.

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3. Recording a payment when a customer settles their tab

When a customer comes in and says, “Hey, here’s fifty bucks towards my tab!”:

Golden Rule: Never ring up a new sale to record repayment of an old balance! If you ring up a new sale, your store books will think you sold fifty dollars of extra merchandise, which will double-count your revenue and mess up your tax totals.

Here is the right way to record tab repayments:

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On Desktop Web

1. Head to Credit (or Payments) in the sidebar.
2. Click Record Payment.
3. Select the customer from the dropdown.
4. Enter the Amount ($) they handed you.
5. Select their payment method (Cash, Card, Check, or Transfer).
6. Add an optional note (e.g. “Cash handed to cashier at front register”) and click Record Payment.
7. The customer’s open balance drops instantly!

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On iPhone (Native iOS App)

1. Tap the Credit tab at the bottom.
2. Find the customer and tap Record Payment to open the native payment sheet.
3. Enter the cash amount, tap Confirm Payment, and feel the haptic feedback as their balance updates.

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On Android & Mobile Web

1. Tap the Credits tab in the bottom bar.
2. Tap the customer’s card, tap Record payment, enter the dollar amount, and confirm.

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