Customers, dues and the blocklist
See each customer's orders and what they owe, collect a due payment, and block phone numbers or IP addresses from ordering on your website.
Every customer who orders from you gets a profile with their orders, delivery record and what they owe you. From there you can collect a due payment, or block a phone number that keeps placing fake orders.
Before you start
- Viewing customers needs View customers. Adding or editing them needs Add & edit customers.
- The Dues list and a customer's Statement need View accounts & finance reports or Record payments.
- Collecting a payment needs Record payments, and your plan must include accounting. You also need at least one cash, wallet or bank account under Accounting → Accounts.
- Blocking needs Manage blocklist. Changing the block settings also needs Store settings.
Customer profiles
Customers are added automatically from their orders. You can also add one yourself on People → Customers with Add customer.
Open a customer to see their order count, delivered orders, success rate, total spent and returns, their courier delivery record, addresses and notes. The Account card shows what they owe you, and the Statement tab lists every order (what they owe) and payment (what they paid).
Collect a due payment
A due is money a customer still owes you: unpaid orders that are not cash on delivery, plus any opening balance you set. Cash-on-delivery orders are with the courier and are not counted as dues.
Steps
6 steps · ~4 min
Step 1
Go to People → Dues to see everyone who owes you, with the oldest dues and how long they've been owed.Step 2
Click Collect on a customer's row, or open the customer and click Collect payment.Step 3
Enter the Amount (৳). It can't be more than they owe.Step 4
Choose the account in Received into, check the Date, and pick a Method (Cash, bKash, Nagad, Bank).Step 5
Add a Reference (such as the bKash or bank transaction ID) and a Note if you like.Step 6
Click Collect. The payment goes to the opening balance first, then to the oldest unpaid orders, and the message shows where it went.Screenshotcustomers-collect-payment-dialog
Block a phone number
- Go to People → Blocklist and click Add block.
- Choose the Type (Phone number or IP address), enter it, and add a Reason if you like.
- Click Block.
You can also block from the ⋮ menu on the Customers list, from More actions on a customer's profile, or with Block in an order's Security card.
What blocking does at checkout
- A blocked phone number or IP can't place a new order on your website. Existing orders aren't changed.
- By default the checkout is refused and the customer sees: "We're unable to process your order right now. Please contact us for help." You can change this message.
- To take the order anyway but mark it, open Settings on the Blocklist page and choose Silently accept & flag. The order goes through tagged blocked-contact, so you can filter for it on the Orders or Web Orders list.
- Every blocked checkout is listed in the Blocked attempts tab, marked Rejected or Flagged.
- Staff can still create an order for a blocked customer from Add Order. The order form shows a Blocked contact warning.
Tips
FAQ
On People → Blocklist, find the number and click Unblock. They can order again straight away.
Yes. Click Bulk import and upload a CSV file with the columns type (phone or ip), value and an optional reason.
The Walk-in customer collects your counter sales, and its phone number is only a placeholder. Blocking it would block your own sales.
Open the customer and click Set opening balance in the Account card. Enter the amount and the date it was owed. It is collected like any other due. This needs Add & edit customers and Record payments, and your plan must include accounting.
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