Maintaining a detailed and organized customer list is essential for efficient sales, accurate record-keeping, and building strong client relationships. Dappr Sales provides a centralized system to manage all your customer information, transaction history, and saved payment methods.
You can add new customers on the fly when creating a quote or invoice, or manage your full list from the main Customers page. This guide covers all aspects of customer management in Dappr.
Viewing and adding customers
To see your full customer list or to add a new customer, start by navigating to the Customers page.
From the main menu, navigate to Sales.
Select Customers from the top menu.
From here, you can see a list of all your active customers, along with a "Total spent" summary for each. The "Total spent" amount displayed for each customer reflects the sum of all payments successfully processed for them through Dappr Sales. It is a measure of cash received, not total sales. This amount does not include unpaid or outstanding invoices.
The customer's dedicated page
When you add a new customer or click on an existing one from the list, you will be taken to their dedicated page. This page is your central hub for that client and provides a complete overview of your relationship with them.
From this page, you can:
View their complete history of invoices, recurring invoices, quotes, and payments.
Manage their saved payment methods.
Instantly start a new invoice, recurring invoice, or quote that is automatically associated with them.
Managing payment methods
You can securely store a customer's payment methods to streamline future transactions and recurring billing.
Add a Payment Method Manually: From the customer's page, you can add a new payment method. This is useful if you are on the phone with a customer or they are with you in person and can provide their card details. For security, never request credit card information via email or text message.
Set Primary and Backup Methods: If a customer has multiple cards on file, you can designate one as "primary" for default charges and another as a "backup" in case the primary method fails. To do this, click the three-dot actions menu on a payment method and make your selection.
Remove a Payment Method: You can also remove a payment method from the actions menu. Please note that this action is irreversible and permanently deletes the payment authorization.
Archiving a customer
If you are no longer doing business with a customer, you can archive them to keep your active list clean.
On the main Customers page, find the customer you wish to archive.
Click the three-dot actions menu on the right side of their row.
Select Archive customer from the dropdown and confirm in the pop-up.
Archiving a customer removes them from selection lists when creating new invoices or POS orders but does not delete any of their historical data. You can view and unarchive customers at any time from the "Archived" tab on the Customers page.