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Customers ​

A customer is a person or an organization that rents from you. The customer list is in Menu → Customers.

Customer list

Each row shows the customer's name, phone number and balance:

BadgeMeaning
Debt: …The customer owes you
Overpaid: …The customer has overpaid
PaidNo debt and no overpayment

A row also shows "N pcs with customer" — how many products the customer has right now. To search, type in the Phone or name field. The In debt · N button shows only the customers who have debt.

Adding a customer ​

Usually a customer is added by phone number while renting out: Renting out. You can also add one in advance:

  1. On the Customers page, tap the New customer button.
  2. Enter the Full name or organization and the phone number.
  3. If you want, fill in Passport (optional) and Note (optional).
  4. In the Passport photo (up to 2) section, add a photo of the passport or ID card with the Photo button. Photo type: JPG, PNG or WebP, up to 5 MB.
  5. Tap the Save button.

New customer

One phone number — one customer. If the number belongs to another customer, the app shows "This number belongs to {name}".

The customer card ​

Tap a customer and their card opens: passport details and photos (tap to enlarge), a note, the balance and three lists:

  • Items with the customer — what the customer has right now; overdue ones are red;
  • Rental history — all rentals. Tap one and the rental page opens;
  • Payments — the customer's payments.

Customer card

The Give to this customer button at the bottom starts a new rental with this customer. If there is no passport photo, the Attach passport photo button appears.

Edit — change the details. Delete — delete the customer; it is possible only if the customer has no rental history yet: "This customer has no rental history. This cannot be undone."

Tip

If you save the passport photo in advance, it makes things easier when a customer disappears without returning a product.