Repeat customers drive retail profit. But repeat business only scales when you remember what they bought, what they owe, and when they last paid. Retill customer accounts centralize that information — from first purchase to latest deposit.
Creating and managing customer profiles
Under Customers, click Create Customer and capture:
- Name and contact details (phone, email)
- Address and occupation
- Emergency or next-of-kin contact (optional)
- Gender and status fields for segmentation
Profiles are searchable and exportable. The customer list also surfaces accounts with outstanding balances so you prioritize follow-ups.
Customer details: what you see on each profile
Opening a customer record reveals several tabs:
Overview
Analytics including credit rate, payment method mix, purchase trends by period, and account summary. Use this before extending additional credit.
Purchased
Full sales history — products bought, amounts, credit portions, and return flags. Answer "what did this customer buy last month?" in seconds.
Payments
Deposit and payment history with receipt generation. Every partial payment is documented with date and method.
Recording deposits
When a customer pays toward their balance:
- Open their profile under Customer Details.
- Launch the deposit modal.
- Enter amount, payment method, and any notes.
- Confirm — balance updates immediately.
Generate payment receipts for the customer's records and yours.
Customer accounts at POS
Attach a customer during checkout to link the sale to their profile. Walk-in cash sales can skip this step. Credit sales should always attach a profile so balances stay accurate.
Exporting customer data and statements
Export the full customer list for marketing or backup. Generate filtered customer statements under Reports for formal account reconciliation — especially valuable for wholesale and distribution clients who pay on terms.
Retail advice: turn data into loyalty
- Recognize repeat buyers by reviewing purchase history before they reach the counter.
- Reward reliable payers with smoother credit approval.
- Contact customers whose purchase frequency drops — Retill trends make this visible.
- Keep payment conversations factual using statement PDFs, not verbal estimates.
"Keeping track of customer details and outstanding payments used to be a headache. But Retill has made it a breeze!" — Christy Bekoe, Morning Dew Clothing
Customer accounts are not just bookkeeping — they are the foundation of trust. Retill helps you earn and keep that trust at scale.