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Overview

Managing customers effectively is crucial for building lasting relationships with your business. HitPay POS provides comprehensive customer management features that allow you to add, view, search, edit, and manage customer information seamlessly. Customer data is automatically captured during checkout when customers provide their email addresses, making it easy to build and maintain your customer database.

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Adding a Customer

You can add customers to your HitPay account in two ways: manually or automatically during checkout.

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Manual Addition

  • Web Dashboard
  • Mobile App
  1. Navigate to the Customers tab
  2. Click the + Add Customer button
  3. Enter the customer details:
    • Customer name
    • Email address
    • Phone number (optional)
    • Additional notes (optional)
  4. Click Save to add the customer

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Automatic Addition

Customers are automatically added to your customer list when they provide their email address during checkout. This happens when:
  • A customer enters their email on the checkout page to receive a receipt
  • A customer provides their email when completing a transaction
Automatic customer creation helps you build your customer database without manual data entry, making it easier to track customer purchase history and preferences.

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Viewing a Customer

  • Web Dashboard
  • Mobile App
  1. Navigate to the Customers tab
  2. Browse the customer list or use the search function to find a specific customer
  3. Click on a customer’s name to view their full profile
The customer profile displays:
  • Customer name and contact information
  • Transaction history

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Searching Customers

Finding customers quickly is essential for efficient operations.
  • Web Dashboard
  • Mobile App
  1. Navigate to the Customers tab
  2. Use the search bar at the top of the customers list
  3. Enter the customer’s name, email, or phone number
  4. The list will filter automatically as you type
Search works across customer names, email addresses, and phone numbers, making it easy to find customers even with partial information.

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Adding Existing Customer to an Order

When processing a transaction, you can associate it with an existing customer.
  • Web Dashboard
  • Mobile App
  1. Click on Point of Sale tab
  2. Create a Quick Sale or add products to your cart
  3. Click Charge or Go to Cart to proceed to checkout
  4. On the checkout page, click on the customer field or Add Customer button
  5. Search for and select the existing customer from the list
  6. Complete the transaction as usual
Associating orders with customers helps you track purchase history and build better customer relationships. This information is valuable for understanding customer preferences and purchase patterns.

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Viewing a Customer’s Transactions

  • Web Dashboard
  • Mobile App
  1. Navigate to the Customers tab
  2. Select the customer you want to view
  3. Scroll to the Transactions section in the customer profile
  4. Click on any transaction to view detailed information
The transaction history shows:
  • Transaction date and time
  • Order total
  • Payment method used
  • Products purchased
  • Transaction status
You can also access customer transaction details from the main Transactions page by filtering or searching for specific customers.

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Editing a Customer

  • Web Dashboard
  • Mobile App
  1. Navigate to the Customers tab
  2. Find and select the customer you want to edit
  3. Click the Edit button
  4. Update the customer details:
    • Name
    • Email address
    • Phone number
    • Additional notes
  5. Click Save to apply the changes
Keeping customer information up to date ensures accurate records and helps maintain effective communication with your customers.

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Deleting Customers

You can delete customers individually or in bulk, depending on your needs.

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Deleting a Single Customer

  • Web Dashboard
  • Mobile App
  1. Navigate to the Customers tab
  2. Find and select the customer you want to delete
  3. Click the Delete button
  4. Confirm the deletion when prompted

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Deleting Customers in Bulk

  • Web Dashboard
  • Mobile App
  1. Navigate to the Customers tab
  2. Use the checkboxes to select multiple customers
  3. Click the Delete this customers button
  4. Confirm the bulk deletion when prompted
Deleting a customer will remove their information from your customer list, but transaction records associated with that customer will remain in your transaction history for reporting purposes.

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FAQs

HitPay does not currently support email campaigns directly within the platform. However, you can export your customer list and use third-party email marketing tools to send campaigns. To export customer data, navigate to the web dashboard and use the export functionality available in the Customers section.
Currently, HitPay does not support bulk import of customers. To migrate customers from another CRM system, you will need to manually add each customer through the Web Dashboard or Mobile App. For large migrations or assistance with the process, contact HitPay support to discuss available options.
Currently, HitPay does not have an automatic merge feature for duplicate customers. If you have duplicate customer records, you should manually review and delete the duplicates, ensuring you keep the record with the most complete information. We recommend regularly reviewing your customer list to maintain data quality.
When adding a customer manually, only the customer name is required. However, we recommend adding an email address and phone number when available, as this information is useful for sending receipts, order updates, and maintaining customer communication.
Customer information is shared across all locations in your HitPay account. When a customer makes a purchase at any location, their transaction history is updated in the central customer database, allowing you to view their complete purchase history regardless of which location they visited.
Yes, you can export your customer list from the Web Dashboard. Navigate to the Customers tab and use the export functionality to download your customer data. This exported data can be used with third-party tools for email marketing, analytics, or other business purposes.
When you delete a customer, their information is removed from your customer list. However, transaction records associated with that customer will remain in your transaction history for reporting and accounting purposes. This ensures your financial records remain intact even after customer deletion.