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v2 Boson/Sales

Customers

Customer records, shops and statements.

Sales → Customers (customers.view). Customers are usually created from the sale workshop by phone number; you can also add them here.

  • Mark a customer as a shop to allow reservations for them.
  • A customer with invoices cannot be deleted.
  • Reports → Customer statement shows everything invoiced, paid and returned for one customer over a period.