PlanIt EPOS · CRM & Customers

Find a customer and see who owes you money

What does this do?

CRM is the customer book: every saved customer with what they owe, how many quotes are open and when they last bought. Filter it to see who owes money or who has a quote waiting.

How to use it

  1. From the ☰ menu choose CRM (it used to say Clients).
  2. Search by name, phone or email, or pick a filter: All customers, Owes money, Open quote, Trade accounts or Active last 30 days.
  3. Read the columns: Name, Phone, Outstanding (overdue shown in red), Open quotes and Last sale.
  4. Tap a name to open their customer page.
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Related guides

See everything about one customer in one place

Opening a customer shows one page with their contact details, notes and follow-ups, trade account, money history, orders, bookings and every email you have sent them.

CRM & Customers

Add a new customer

New customer saves someone to the book before you have sold to them, so their details are ready to drop onto a sale or quote later.

CRM & Customers

Open a trade account for a customer

A trade account lets a customer take goods now and settle later on your terms. Open one from the Accounts screen, or let the till create it the first time you put a sale on account.

Trade Accounts

See which receipts still have money owing

Outstanding balances lists every till receipt where a deposit or part payment was taken and money is still owing, with the due date, so you can see what to collect before the fitting and record it in one press.

Customer Orders

Chase unpaid invoices automatically

Once switched on, the till emails the customer a reminder shortly before an invoice is due and keeps reminding them every few days once it is overdue, until it is paid. You set it up once.

Invoices & Getting Paid

Follow up quotes that have gone quiet

When you send a quote the till creates a follow-up task for a few days later, and the Quotes list turns amber once that window has passed. It stops chasing you the moment the quote is accepted, converted or voided.

Quotes
Questions this guide answers
  • Where is the customer list?
  • How do I see which customers owe money?
  • Why does the menu say CRM instead of Clients?

Last updated 2026-09-03 · Direct link for this feature