You can also find the Customer Account area in your Back Office.
In this area you can see your entire customer list. You can filter it by:
by most recent order,
by alphabetical order,
by total revenue,
and by date.
You can also create a new customer account; this means that you don’t physically need to be at your restaurant/shop to create it. Just tip in “New Customer” and fill the fields:
If you click inside a client account in this area, you can see different columns/sections :
INFOS: the client’s personal details you have collected.
ORDERS: all the orders that have been assigned to this client. (how to assign an order to a client? click here : https://tillersystems.freshdesk.com/a/solutions/articles/75000029180?lang=en).
Based on these assigned orders, you can see the “total revenue generated” and the “average amount spent” by this client.
On the bottom you can see the “order history” if you click on it you will see all the orders that were assigned to your client.
BALANCE: in this column you will see the orders that you registered as a “debt”, therefore that has been registered with the payment method "Customer Account".
You can basically see the total credit that you have with this client.
Finally, you can print the list of your customer by clicking in “Export”.
One last thing: in your Back Office, in the Accountant Reports you can find some datas about your Customer Account transaction too. Specifically:
in the Payment Method Report: you will find the amount of orders that you have registered with the Customer Account payment method.
in the Customer Account report you will find the amount finally charged from the credit that you have in the Customer Account.