Customers

Customers, their bills, credit and dues.

Add a customerSave regular customers so you can find them by phone at the POS and see what they buy.
Change a customer's detailsChange a customer's mobile number, name, email or GSTIN in the back office. Only an Admin or a Manager can change a customer.
Collect dues and send statementsA bill is on credit when the customer pays less than the total and takes the rest on account. dhivi POS keeps what each customer owes across every shop of…
Make a quotationA quotation is the prices you offer a customer. No stock moves and no GST is due until you make a bill from it. While it is valid, the bill keeps the quoted…
Send goods on approvalLet a customer take goods home before they pay. The goods go out on an approval note. The customer keeps some, and brings the rest back. You bill what they…
Find a prescriptionPrescriptions lists every bill that had a prescription, newest first. It is in the menu, under Pharmacy, for a shop set up as Pharmacy, or one that also sells…
Remind customers about refillsRefills due lists customers whose regular medicines are running out, so you can remind them and have the bill ready. It is in the menu, under Pharmacy, for a…
Keep your list of doctorsDoctors lists the doctors named on prescriptions, most frequent first. A doctor is saved the first time a prescription at the POS names them. It is in the…
Sell on EMI with a finance partnerA customer can pay part of a bill now and the rest on a loan from a finance company, like Bajaj Finserv or HDB. The finance company pays you later. EMI &…
Give loyalty points, and move customers up by what they spendCustomers earn points on what they pay and use them on a later bill. Points are for the whole business: earned at one shop, used at all. A scheme can also…
See or change a customer's pointsEvery customer's points are on their record, with each change listed: earned on a bill, spent at Pay, given back on a return, or changed by hand.
Sell gift cardsA gift card is sold on its own, not on a bill, and used at Pay in any of your shops, in parts. No GST is charged when it is sold; GST is charged on what it…
Send bills, reminders and offers on WhatsApp and SMSMessages sends WhatsApp and SMS messages to your customers when something happens in the shop: a bill is made, a payment comes in, a repair is ready, a new…