What is on the screen
The header reads Customers — “Purchases, debts, money on account, and who may collect.” — with Refresh and New customer beside it, and two tabs below: Customers and Prospects. Three tiles sit above the table:
Two of those three tiles are page totals, not book totals. They say “(this page)” for a reason: they add up only the rows the table is showing right now, so filtering or searching changes them. Never quote On account (this page) or Owed (this page) as what your whole business holds or is owed — for the business-wide figure, use the Expenses page and the reports workbench.
Below them is the Customer accounts table, with Search name, phone, ID… and a status filter (All statuses, Active, Prospect, Inactive, Blocked). Search matches on name, phone and ID number.
“Showing the closest matches only — narrow the search to see the rest.” Your search matched more people than the table will list at once. Add a surname or a phone number rather than paging through — the missing rows are not missing records.
The customer profile
Selecting a row opens the profile. Three figures sit across the top:- On account — prepaid money the customer has already handed you.
- Owed — what they still owe on part-paid sales.
- Lifetime — everything they have spent with you.
Purchases state refunds, they never net them away
A sale that was partly refunded or discounted says so on its own line — “{amount} refunded or discounted” — as well as showing the net total. A figure that quietly shrank is a figure someone will query at the counter, so the screen shows both halves.Insights
The loyalty panel names your programme, the spend threshold and the reward, and tells you how far off the next one is. With no programme configured it reads “No loyalty programme running — Set one up in Settings → Loyalty to reward repeat customers.” The same tab carries Reminders to this customer — Outstanding balance reminders and Loyalty reward emails. Both are per-customer switches on top of your pharmacy’s own settings: “Only sent while your clinic has the matching reminder switched on.” A customer with no email address on file receives nothing regardless.Email a statement
Email statement sends the customer their balance and what they owe. It is disabled when there is nothing to send, with the tooltip “Nothing to send — no debt and no balance”. On success you get “Statement emailed to the customer”.Prospects are a different shape
The Prospects tab lists enquiries — people who have contacted you but never bought. A prospect has no account, no purchases and no balance, which is exactly why they get their own tab instead of appearing in the customer table as a dormant account. Promote one from its own row action; until you do, none of the account machinery applies to them.Statuses
Active, Prospect, Inactive and Blocked. Only one has teeth: Blocked stops the account taking on new credit, so a blocked customer cannot walk out part-paid. The rest are labels for your own filtering.Who can open this screen
A cashier cannot reach Customers at all — the till role is deliberately narrow, and reaches only POS and Sales. A pharmacy technician reaches customers but not the money surfaces. See Staff permissions.Next
Money on account
Deposits, cash-outs, corrections, and paying from the balance at the till.
Who may collect
Family members and errand runners allowed to pick up an order.
Add your first customer
The New customer sheet, field by field.
Ring up a sale
Attaching a customer to a sale at the counter.