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POS & Sales

Customers

Starter and above · 1 min read · Updated 16 October 2026

What this does

A customer record keeps a person or business's contact details and what they owe you. You pick a customer when you sell, so each sale is recorded against them.

Steps

  1. Open Customer, then All Customers.
  2. Click Add Customer. The Create Customer window opens.
    The Create Customer window
    Name, phone and opening balance.
  1. Enter the Customer name (1). This is the only required detail.
  2. Add the Phone (2) and Email. You will use them to search for the customer at the POS.
  3. If the customer already owes you money from before you started using NEXTOREx, enter it as the Opening balance (3).
  4. Add the Tax number and Registered address if you need them on documents.
  5. Click Save (4).

What happens next

The customer appears in the list with their outstanding balance.

The Customers list
Walk-in Customer is always there for cash sales.
  • Double-click a customer to open their profile. The Overview tab shows contact details and balance. The Transactions tab lists their transactions.
  • Click Customer Ledger at the top of the list for balances and statements of all customers.

Important notes

  • Walk-in Customer is a built-in customer for sales where you do not need to record who bought.