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Add a customer to a sale (Pebl Pay)

Attach customer details to a transaction.

You can attach a customer's details to a sale — useful for receipts, records, and building your customer list.

Before a sale you can add their name and description.

After a sale you can add their name, mobile number and email (which is also saved in your dashboard)

Add a customer

  1. During a sale, or straight after a successful payment, choose to add customer details.

  2. Enter their name, mobile number and/or email.

  3. Save. The details are linked to that transaction.

Customer records are managed in the Dashboard, where you can view a customer's full transaction history and edit their profile. See Getting started with customers.

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