Customers¶

The Customers screen lets you register, view, and edit customer records for the store, as well as log receipts and view the account statement.

How to open¶

Menu: Persons → Customers
Keyboard shortcut: Ctrl+Shift+C

Screen layout¶

The screen uses a master-detail layout:

Left panel — list of customers split into two sections: active (displayed normally) and inactive (with reduced opacity). A name search field and a + button for new records sit in the panel toolbar.
Right panel — shows an empty state on first load. Once a customer is selected, a header with name, number, and status badges appears, followed by three tabs: Details, Payments, and Balance.

The divider between the panels can be dragged to adjust the width.

Blocked customers display a red BLOCKED badge in the list, independently of their active status. Inactive customers appear with reduced opacity and an INACTIVE badge.

Details tab — Field reference¶

General¶

Field	Description
Name	Legal name or full name of the customer (required).
Nickname / Trade Name	Trade name or nickname.
Contact	Name of the contact person.
Phone	Primary telephone number.
Email	Email address.
Address	Street address (road, avenue, etc.).
Number	Street number.
Complement	Address complement (suite, unit, etc.).
Neighbourhood	Neighbourhood or district.
City	City or municipality.
State	State or province.
Postal Code	Postal code.
CPF/CNPJ	Customer's tax identification number.
RG / IE (legacy)	Legacy RG or state registration number.
Registration (legacy)	Legacy additional registration field.
Store	Store the customer belongs to. Read-only.
Details	Free-text field for internal notes.
Active	Toggle switch indicating whether the customer is active.
Blocked	Toggle switch that blocks future credit sales for this customer.
Balance	Current customer balance. Read-only.

Active vs. Blocked

The Active and Blocked flags are independent. A customer can be active but blocked for credit sales. Blocking a customer does not deactivate them — they remain visible and searchable.

Quick Sales

Quick-sales records are system configuration and never appear in this screen. They are managed through the Stores screen.

Production flag

The Production flag is reserved for a feature currently in development.

Invoice Scheduling (collapsible section)¶

Click the Invoice Scheduling section header to expand or collapse it.

Field	Description
Next Invoice Date	Scheduled date for the next invoice for this customer.
Instructions	Billing instructions for this customer.

Auto-cleared when the customer is no longer in debt

These fields are automatically cleared whenever the customer's balance is recalculated and reaches zero or becomes positive (e.g. after a payment is received). Follow-up information is no longer relevant once the customer is out of debt.

Payments tab¶

The Payments tab shows the accounts-receivable (AR) ledger for the selected customer. Data is loaded on the first visit to the tab for each customer.

Field reference and complex scenarios

The Add/Edit dialog itself is documented on the Payment Modal page, which also covers discount-rounding, cheque + cash splits, and bulk payments across multiple orders.

Status filter¶

Use the selector at the top of the tab to filter payments:

Option	Shows
All	All recorded payments.
Received	Only payments with a date received.
Pending	Only payments without a date received.

Grid columns¶

Column	Description
Order	Related order number, if any.
User	User who recorded the payment.
Method	Payment method (CHEQUE, DINHEIRO, PIX, etc.).
Amount	Payment amount.
Due date	Due date. Red = overdue, green = upcoming, amber = today.
Received	Date the payment was received. Blank if still pending.
Details	Payment notes.

Adding a payment¶

Select a customer in the left panel.
Click the Payments tab.
Click Add payment.
Fill in the fields in the modal window: ref. order no., method, amount, due date, received date, and details.
Click Save.

For full details — including the cheque batch flow that opens when the method is set to CHEQUE, the PIX/Boleto/Cartão notes fields, and the recording scenarios — see the Payment Modal reference page.

Editing or deleting a payment¶

Click the pencil icon (✏) to edit or the bin icon (🗑) to delete a payment.

Permissions

Users without sales:manage or owner permission may only edit their own payments where the received date is today or in the future. Payments belonging to other users or with a past received date require elevated privilege.
The same privilege is required to record a payment with a received date before today (backdating). Future dates are blocked for everyone — there is no privilege exception.

Offline limitation

Payments require a server connection. In offline mode, the operation is not completed and a warning is displayed.

Load more¶

The grid shows up to 20 payments at a time. Click Load more to fetch the next batch.

CHEQUE method — cheque details¶

When a payment uses the CHEQUE method, clicking the method name in the grid opens the edit modal with the cheque fields populated. Each payment carries a single cheque record with these fields:

Field	Description
Pre-dated to	Date on which the cheque may be deposited.
CPF/CNPJ	CPF or CNPJ of the issuer.
Name	Name of the issuer.
Bank	Bank code.
Branch	Branch number.
Account	Account number.
Cheque No	Cheque number.

Use the Auto-fill button to look up the issuer's details by CPF/CNPJ from previously recorded cheques.

When adding a new cheque payment, the modal switches to batch mode so multiple cheques sharing the same order reference and due date can be entered in a single session and saved together. See the Payment Modal reference for the full flow.

Balance tab¶

The Balance tab shows the full activity statement for the selected customer. Data is loaded on the first visit to the tab for each customer.

Entry types¶

The statement combines six types of activity, sorted chronologically:

Type	Description
Payment	A received customer payment (credit row).
Delivery	A confirmed delivery from an order (debit row).
Order	An order placed but not yet delivered, or with an unspecified delivery type (activity row).
Cancelled	A cancelled order (activity row).
Quote	A quote or consumed order (activity row).

Debit rows (deliveries) reduce the running balance. Credit rows (payments) increase it. Activity rows (Order, Cancelled, Quote) carry no amount and do not affect the balance; they are shown to provide a complete activity picture.

Columns¶

Column	Description
Date	Entry date.
Type	Entry type (Payment, Delivery, Order, Cancelled, Quote).
Reference	Reference number (order number for order-related entries; payment ID for payments).
Description	For single-delivery orders: Single delivery. For partial deliveries: Partial delivery N (N = delivery number). For customer-collected orders: Collected by customer. For awaiting-collection orders: Ready for collection. For payments: the payment method.
Debit	Delivered amount (debit rows only).
Credit	Amount received (payment rows only).
Balance	Running balance up to this row. Positive in green, negative in red. Shown for financial rows only (debits and credits).

Financial rows only filter¶

Use the Financial rows only checkbox in the toolbar to hide zero-amount activity rows (Order, Cancelled, Quote). When checked, only debits and credits are shown.

The toolbar shows the period covered by the currently loaded entries, the total received, and the total delivered.

Settlement period and pagination¶

The statement is paginated by descending date, showing up to 50 entries per page. If earlier entries exist, a Load earlier period button appears at the top of the grid. Click it to prepend older entries above those already displayed.

Common tasks¶

Registering a new customer¶

In the left panel, click the + button.
Fill in the required fields on the Details tab (at minimum, the Name).
Click Save.

The system assigns an automatic number to the customer and displays them in the list.

Editing an existing customer¶

In the left panel, find the customer using the search field or by scrolling.
Click their name to load the data into the right panel.
Edit the desired fields on the Details tab.
Click Save.

Each save automatically creates an entry in the audit log.

Blocking or unblocking a customer¶

Select the customer.
On the Details tab, toggle the Blocked switch on or off.
Click Save.

Blocked customers remain active and visible but display the red BLOCKED badge in the list.

Deactivating a customer¶

Select the customer.
On the Details tab, turn off the Active switch.
Click Save.

Inactive customers appear in the lower section of the list with reduced opacity. Deletion is not available in this screen; customers with transaction history are deactivated rather than deleted.

Report Tab¶

The Report tab provides a credit-worthiness assessment for the selected customer based on their full order and payment history.

The report is divided into three sections:

Orders — number of orders, first and last order dates, total ordered and delivered amounts, outstanding balance, and percentage indebtedness.
Behaviour — average time to pay, days since last payment, and average order value.
Observations — automated assessments such as payment pattern (pays on time, pays late, etc.) and recommendations (consider invoicing, consider blocking, excellent client, etc.).

A red warning banner appears at the top if the client is blocked or has prolonged high indebtedness.

Understanding the observations¶

The observations are generated by a scoring algorithm that weighs multiple factors. Some guidelines for interpreting them:

The more order and payment history exists for a customer, the more useful the observations become. Customers with few orders produce limited output.
Average time to pay beyond 90 days is treated as a warning sign; beyond 120 days it triggers stronger recommendations. Most businesses finance terms longer than 120 days through a finance company and receive payment within 35 days — customers who take longer than this affect cash flow disproportionately.
A long sales period can indicate a loyal, established customer or simply a long-running project. The algorithm weighs this alongside balance and payment behaviour, but your local knowledge of the relationship is always the most important factor.
A pattern of paying promptly on early orders and then falling behind once trust is established is a known risk indicator. For new customers without significant history, cash sales (even at a small discount) are worth considering until a solid payment record is built up.
Observations such as consider invoicing or consider blocking are suggestions, not instructions. Use your judgement.

The report is read-only and available to all users with access to the Customers screen.

Merge Tab¶

The Merge tab allows you to merge a duplicate customer record into the currently selected customer. All payments, cheques, orders, and related records belonging to the source (duplicate) are reassigned to the surviving customer, and the source record is permanently deleted.

To merge records:

Select the customer you want to keep (the surviving record).
Open the Merge tab.
Type the name of the duplicate customer in the search box and press Enter.
Select the matching record from the results list.
Review the confirmation description and click Merge and Delete Source.
Confirm the irreversible action in the confirmation dialog.

This operation cannot be undone

Once merged, the source customer record is permanently deleted. Verify you have selected the correct records before confirming.

This tab is only available to users with Owner permission.