Customer Management

Build lasting relationships with your customers using Argo Books' customer management features. Keep track of customer information, expense history, and preferences to deliver personalized service that keeps them coming back.

Customers live under the Revenue section of the sidebar, alongside Revenue, Invoices, and your revenue categories and products.

Customer Profiles

Create detailed customer profiles that store all the information you need:

• Contact Information: First name, last name, email, and phone number
• Company Name: The customer's business or company name (optional)
• Address: Street, city, state or province, postal code, and country
• Photo: An optional profile photo, shown in lists so you can pick people out at a glance
• Status: Track whether customers are Active, Inactive, or Banned
• Notes: Add personal notes about preferences or special requirements

Transaction History

View a complete history of all transactions with each customer:

• All past purchases and sales linked to the customer
• Total purchases to date, and the date of their most recent transaction
• Last rental date for rental customers
• Complete transaction records with dates and amounts

Linking Transactions

When recording a revenue entry, you can link it to a customer profile. Expenses are linked to a supplier instead.

1. Start creating a new revenue entry (see Expense/Revenue Tracking)
2. Click the "Customer" field
3. Select an existing customer
4. The transaction will be automatically added to their transaction history