# Customers

> Add customers at the POS or with the full form, use the walk-in customer, and follow what each one owes.

*Section: Selling · Updated: 2026-10-19*

By the end you will have added a customer, from the POS or with the full form, and know how to follow what they owe.

## The walk-in customer

A new shop has one customer, **walk-in-customer**. It is the **Default Customer** in **Settings › System Settings › Defaults**, so every POS sale starts with it. Keep it for sales where you don't need to know who is buying.

## Your customers

[People › Customers](/app/People/Customers) lists them all, newest first, with their **Phone**, **Email**, loyalty **Points**, **Credit Limit**, **Opening Balance**, **Total Sale Due** (what they owe you) and **Total Sell Return Due** (what you owe them). **Search**, **Filter**, **PDF** and **EXCEL** are above the list.

![People › Customers: Search, Filter, PDF, EXCEL, Import Customers and Create above a list of customers with their phone, email, points, credit limit, opening balance, total sale due and total sell return due.](https://armpos.online/storage/help/a973844bbb-customers-1-list.webp)
*Total Sale Due is what each customer still owes you.*

## Add a customer at the POS

1. **Click the Quick Add Customer icon** in the POS top bar, or click **Customer** and then **Quick Add Customer** at the top of the list. **F8** opens the same form.
2. **Enter the Customer Name.** It is the only required field. **Email**, **Phone**, **Country**, **City**, **Tax Number** and **Address** are optional, and **Is royalty eligible** lets them collect loyalty points.
3. **Click Submit.** The new customer is selected for the sale in progress.

![The Quick Add Customer window: Customer Name with Daniel Okot, Email, Phone, Country, City, Tax Number, Address, the Is royalty eligible box, and Cancel and Submit.](https://armpos.online/storage/help/b81e8cf586-customers-4-quick-add.webp)
*Quick Add needs only a name. The customer is chosen for the sale straight away.*

**Quick Add Customer** shows while it is switched on in **POS Settings**. It is on in a new shop.

## Add a customer with every detail

1. **Open [People › Customers](/app/People/Customers) and click Create.**
2. **Fill the required fields:** **First name**, **Last name**, **Username** and **Email**. **Username** is the name the POS and the receipts show. Two customers can't share an email, and neither can a customer and an online store account.
3. **Add what else you know.** **Phone**, **Country**, **City**, **State**, **Zip**, **Tax Number** and **Address**.
4. **Set the money fields if they apply.** **Opening Balance (Previous Dues)** is what the customer owed you before ArmPOS. **Credit Limit** is the most they may owe, and 0 means no limit.
5. **Tick Is royalty eligible** if they should earn loyalty points on their purchases.
6. **Click Submit.** You land back on the list.

![The Create customer form filled for Agnes Nankya: first and last name, username, email, phone, country Uganda, city Kampala, a Credit Limit of 200, an address, and Is royalty eligible ticked.](https://armpos.online/storage/help/bfd508b9be-customers-3-create.webp)
*Fields marked \* are required. A Credit Limit of 0 means no limit.*

## What a customer owes

When a customer pays less than the total, the rest stays on the sale as due, and **Total Sale Due** shows it. Each customer's menu, the button at the start of their row, has:

- **Customer Ledger**: their sales, payments, returns and quotations, with what is due.
- **pay all sell due at a time**: one payment for everything they owe. It pays the opening balance first, then the sales.
- **pay all sell return due at a time**: one payment for every return you still owe them. It shows only when you owe them something.
- **Customer Details**, **Edit Customer** and **Delete Customer**.
- **Adjust Customer Points** and **Adjust Opening Balance**.
- **Portal Client**: their access to the customer portal.

![A customer's menu: Customer Ledger, pay all sell due at a time, Customer Details, Adjust Customer Points, Adjust Opening Balance, Portal Client, Edit Customer and Delete Customer.](https://armpos.online/storage/help/0cc1cd8b0c-customers-2-menu.webp)
*Everything about one customer starts from their menu.*

> **Note:** A **Credit Limit** above 0 is checked at the POS. A sale that would take what the customer owes above it is refused.

## What's next

Taking part of a payment now is in [Take payments and print receipts](/app/help/take-payments-and-print-receipts).