Customers

Everyone you sell to or repair for, and what they owe you.

What it does

• Records can be personal or business — a business trades under its business name with a VAT or GST number, and the contact person stays alongside.
• Each row shows the outstanding balance, a credit-utilisation colour, and counts of that customer’s repairs and sales.
• Customer report — repairs, sales, rent orders and payments in one place, with payment history you can correct.
• Statement — a running ledger with opening and closing balances, exportable and shareable as a permanent public link the customer can open without an account.
• Also: credit limits, opening balances, map location, ID-proof capture, and collecting payment against the whole balance rather than one invoice.
• Wallet — money you are holding for the customer, shown apart from what they owe. Overpayments land there automatically, and it can be spent as a payment method on any future bill.

Step-by-step

• Add a customer — Create the record you will bill against.
• Edit a customer — Keep the record current.
• Delete a customer — Remove a record you no longer need.
• Collect from a customer — Take money against everything they owe, and decide which documents it settles.
• Use a customer’s wallet — Money you are holding on the customer’s behalf, kept apart from what they owe.
• What the customer sees on a statement — The page a customer opens from the link you send — their whole account, without a login.
• Send a statement as a PDF — Some customers want the document, not a link.
• Record what a customer already owed — Start a customer with the debt they were carrying before Quikpair.
• Find a customer — Get to the right record, or pull out a group of them.
• Find customers near the shop — See which customers are close by, for a delivery run or a collection.
• Pin a customer on the map — Save where they are, so deliveries and lane routes know where to go.
• Open a customer report — Everything about one customer on a single page — what they owe, and everything you have done for them.
• Start a job from a customer row — Skip the customer picker — start the document from the customer instead.
• Check a customer’s ID verification — See which ID you took, and whether anyone confirmed it.
• Filter a customer statement — Cut the ledger down to a period, or to one kind of transaction.
• Export a statement — Take the ledger away as a file.
• Send a customer statement — Show a customer exactly what they owe and why.

Questions about customers

Can I stop a customer going over their credit limit?

Credit limits are recorded per customer and the list shows utilisation as a colour, with a warning at the point of sale.

Can a customer see their own account?

Yes. Share their statement link — it is permanent, needs no login, and is excluded from search engines.