Learn how to allocate payments to one or more orders from the Account screen.

Allocating Payments to Orders

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Accounts

Learn how to manage customers details and view all actions related to customer activities

Customer Hub

Before any customer related action you will need to find & select the customer.

How to Find and Select Any Customer

Learn how to add an outsidef Prescription (Rx) entry that can be used later during checkout.

Add Outsider Prescription (Rx) for a customer (EyeExam)

Learn how to create and edit a customer profile.

Add / Edit a Customer Profile

Use this process to mark customers as inactive or deceased to prevent them from appearing in searches and receiving marketing communications.

Inactivate or Mark Customer as Deceased

Notify staff about important information when working with specific customers. These alerts appear as pop-up modals whenever you access a customer's profile.

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Accounts