A customer record stores a name, optional email, phone, Instagram handle, address, and TIN. The name can be the person's or business's name. You also choose Prospect or Customer manually.
The customer page keeps their invoices and payments together and can show lifetime value, outstanding balance, invoice count, average order, days to pay, on-time rate, top products, and recent activity when enough history exists.
These are dashboard summary metrics, not badges assigned to each customer: • Active customers — customers with at least one confirmed paid invoice whose latest payment was within the last 60 days. • At risk — paying customers whose latest payment was more than 60 but no more than 120 days ago. • Repeat rate — the percentage of paying customers with at least two distinct paid invoices. Customers with no confirmed payment are not included in these payment-behaviour calculations.
Yes. Add the customer's email, open their customer page, and send an invitation. The invitation is valid for seven days and can be resent after its cooldown. When the customer accepts with a WadMaster account using that verified email, linked invoices appear under Invoices -> Received. They can organize, archive, and turn a received Naira invoice into an expense; the sender cannot see the recipient's private category or note.
