Manage customers

Customers lists the people and businesses you sell coins to. You need the "View invoices" or "Manage memos" permission to see it.

Where customers come from

• You add a customer with "Add customer".
• A sale adds a new buyer as a customer. On "New invoice" or "Sell", type a name and choose "New customer" with that name.
• An eBay or Walmart order adds the buyer as a customer. CoinManagerPro matches the buyer by email, then by marketplace user name.

CoinManagerPro does not add a customer twice. For a new buyer on an invoice or a sale, it looks for a saved customer:

1. A customer with the same email. Case does not matter.
2. If no email matches, the one customer with the same name. A customer with a different email does not match.

When it finds a customer, the sale goes on that customer. It also saves the email and the phone if the customer has none. When it finds no customer, or two with the same name, it adds a new customer.

Add a customer

1. Go to Customers.
2. Click "Add customer".
3. Enter the "Name" and the "Email". The "Phone" and the "Company" are optional.
4. Click "Add customer".

The customer page opens.

The customer list

Each row shows:

• "Purchases": the number of the customer's invoices.
• "Lifetime value": the total of those invoices.
• "Last purchase": the date of the newest one.
• "Status": "Active", "Inactive" or "Pending".

An invoice counts when it is not a draft, void or cancelled. Its total already has returns taken off.

Search by name, email, phone or company. Sort by "Newest", "Oldest", "Highest value", "Most purchases" or "Last purchase". In "Filters", filter by "Status" or by "Tags". The top of the page shows the number of customers and the "Average lifetime value".

The customer page

Click a customer to open the page. It shows:

• The purchases and lifetime value.
• The 10 newest invoices. Click an invoice to open it.
• "Notes". Only your team sees these notes.
• The company, email and phone. "Email" and "Call" open your email or phone app.
• The tags on the customer.

Edit a customer

You need the "Sell" or "Manage memos" permission.

1. Open the customer.
2. Click "Edit".
3. Change the "Name", "Company", "Email", "Phone" or "Status". The name is required. An empty field clears the value.
4. Click "Save".

Two customers cannot have the same email.

Invoices you already made do not change. They keep the name and the email that they had.

Tag a customer

You need the "Sell" or "Manage memos" permission.

1. Open the customer.
2. In the "Tags" section, click "Add tag".
3. Pick a tag, or type a new one and choose "New tag".

To remove a tag, click the "x" on the tag. The tag stays available for other customers.

Export customers

Click "Export" on the list. The CSV file has every customer that matches the search, filters and sort. It has the name, company, emails, phones, addresses, tags, notes, created date, total purchased, total sold and last activity.