Customer Registration
Average ticket and last purchase: where to see them per customer
Jarbas works out on its own how much each customer spends on average and when they last bought. These are the two numbers that tell you who deserves attention. What they mean Average ticket — everything the customer has spent, divided by their number ...
How to find customers who haven't bought in 30, 60 or 90 days
Customers who drift away rarely tell you. This filter builds the list of who has stopped buying, so you can call them back. How to filter Go to Customers. Tap the filter icon. Under Only customers without purchases in the last, choose 30, 60, 90 or ...
How to set a customer's account due date and get the alert
If a customer agreed to settle their account on the 10th of every month, put that date on their record. Jarbas reminds you on the day. How to set it Open the customer under Customers. Go to the Account tab. Tap Set Due Date. Pick the date on the ...
How to set a credit limit per customer
The credit limit is how much each customer is allowed to owe. Once they hit the ceiling, Jarbas blocks the credit sale. How to set it Open the customer under Customers. On the Info tab, check that Allow on Credit is on. Fill in the Limit Credit ...
Balance adjustment vs. credit/debit: which one to use
The customer's Account tab offers two ways to change the balance, and they do quite different things. Picking the wrong one messes up your books. The rule is simple: did real money change hands? Money came in: use Add Credit or Pay Debit The main ...
How to send a customer's account statement
The statement shows everything a customer bought and paid over a period, with the running balance movement by movement. It's the document to send when a customer asks for their account. How to open it Go to Customers and open the customer. Tap the ...
Digital Account: let your customer check what they owe from their own phone
With the Digital Account you send a link and the customer sees for themselves what they owe, their purchases, payments and upcoming instalments. No more "how much do I owe again?" over WhatsApp. Before you start The Digital Account uses your online ...
How to show the delivery dates of the orders in the Jarbas calendar
For an order to appear in the Jarbas calendar, you must add a delivery date to the order. Without a delivery date, the order will not be shown in the calendar. Below is the complete step-by-step guide. 1. Add a delivery date to the order From the ...
How to display customer birthdays in the calendar
Jarbas allows you to display your customers’ birthdays directly in the calendar, making it easier to remember important dates and create relationship actions such as messages, promotions, or special offers. To make this work, you just need to follow ...
My category isn’t showing up. What could be happening?
If the customer categories you created are not showing up, or seem to have “disappeared”, this is usually related to filters or data not being fully synced. Follow the steps below to fix the issue: 1. Check your filters On the home screen, tap ...
My customer isn’t showing up in the list. What’s going on?
Sometimes users notice that a customer they added seems to have disappeared or isn’t showing up in their customer list. Don’t worry — this is usually something simple to fix. It’s often caused by active filters, unsynced data, or an expired login ...
How to Register a Client?
Hello! We're here to guide you through the client registration process in Jarbas. It's a very simple process; let's see how easy it is: At the bottom of your screen, start the registration by clicking the Plus (+) button. In the menu that pops up, ...
How to Edit or Delete a Customer Profile
To edit or delete a customer's profile, tap on the Customers menu on the main screen. If needed, use the Search field to find your customer. Once located, click on their name to access the profile. Within the customer's profile, you can edit any ...
How to Access a Customer's Order History
Navigate to the Customers menu on the home screen. Choose the customer you wish to review from the list or use the search feature to find them quickly. Click on the customer’s name. In the customer's profile, click on the Orders tab located next to ...