Documentation Index
Fetch the complete documentation index at: https://docs.tillbiz.com/llms.txt
Use this file to discover all available pages before exploring further.
The Customers directory keeps a record of the people who buy from you. Linking
sales to customers builds a purchase history and lets you send receipts and
invoices.
Add a customer
Open Customers
Select Customers from the sidebar.
Add a new customer
Click New customer and enter their name, phone, email, and address.
Save
The customer can now be attached to orders and invoices.
Link a customer to a sale
While taking an order, attach a customer to
record the sale against them. Over time this builds their purchase history, which
you can review in the customer reports.
Customer portal
Customers can have their own self-service portal
to view and pay invoices online — no TillBiz account needed.
Capturing a phone number lets you send M-Pesa requests and digital receipts, and
makes the customer easy to find again at the till.
