You can add all your customers to Rewaa and manage their information easily while tracking their financial transactions accurately. This helps you stay organized and quickly access the information whenever needed.
ADD CUSTOMER DATA
Go to:
Sales & Customers > Customers > NewAdd the basic details:
Customer name
Customer code
Phone number
Opening balance (if applicable)
Click Save.
ℹ️ When issuing tax invoices (B2B transactions), make sure to include the following:
Customer’s VAT number
Commercial registration number or national ID
Address
EDIT CUSTOMER DATA
Go to:
Sales & Customers > Customers > Search by name, code, or phone number.Click the ⚙️ icon > Select Edit.
Update the customer’s information.
Click Save.
ℹ️ You can edit all customer data except:
Customer code
Opening balance (after it has been used to record a payment)
DELETE CUSTOMER DATA
Go to:
Sales & Customers > Customers > Search by name, code, or phone number.Click the ⚙️ icon > Select Delete.
ℹ️ You can only delete a customer if they have no outstanding balance.
VIEW CUSTOMER INVOICES
Go to:
Sales & Customers > Customers > Search by name, code, or phone number.Click the customer code > Customer Invoices.
Click the invoice number to view its details.
EXPORT CUSTOMER LIST
Go to:
Sales & Customers > CustomersClick Export to download an Excel file containing all customer data.
FAQs
Is there a limit to how many customers I can add to the platform?
No, there’s no limit.Can I add multiple customers with the same phone number?
Unfortunately, no. Each customer must have a unique phone number.Can I edit customer data from the Rewaa Cashier app?
No, editing customer information is only available via the browser.Will invoices or reports be affected if I delete a customer?
No, deleting or editing a customer’s data won’t affect past invoices or reports.Can I delete all customers at once?
No, customers must be deleted one by one.What customer data is included in the exported Excel file?
All customer data will be exported, including both basic and custom fields (if available).Can I restore customer data after deletion?
No, deleted customer data cannot be recovered.
You can view their past sales reports:
From each customer > Select the date range > The report will show their data and phone number.
Use this information to re-add the customer manually.Is there a way to view customer invoices without going to the customer list?
Yes, go to:
Sales & Customers > Sales Invoices
Then search for the customer by name to view all related invoices.How can I reprint an invoice for a customer?
Click the three dots next to the invoice > Select Print > Click Preview Invoice > Choose your printer > Click Print.Can I control user permissions for customer management (add, edit, etc.)?
Yes, you can.Go to:
1. Settings > Users > ⚙️ Icon > Edit Member2. Under User Permissions, make sure Detailed is enabled.
3.Expand the section titled Sales Invoices, Online Store & Customers.
4. Enable the permissions based on the user’s role.
5. Click Save.