Customer Profiles & History
Keep every customer's contact details, past orders, and notes in one place. Know who your repeat buyers are and what they ordered last time — before they ask.
Keep every customer's contact details, past orders, and notes in one place. Know who your repeat buyers are and what they ordered last time — before they ask.
Build a professional quote for a custom or special order, send it for one-click online approval, and turn it into an invoice the moment it's ready to fulfill.
Collect a deposit up front, bill the balance on completion, and accept credit cards or ACH online. No more chasing customers for the rest of what they owe.
Manage wholesale and standing-order accounts with recurring invoices and full order history, so your B2B customers are as easy to serve as your walk-ins.
Tabsy fills the gap your register leaves — the custom orders, wholesale accounts, and follow-up invoicing that don't fit a checkout flow.
A walk-in asks for something you don't stock — a special-order sofa, a bulk engraving run, a made-to-measure piece. That request shouldn't live on a paper slip behind the counter. Here's the path it takes in Tabsy.
A special order sits half-paid because the balance reminder lived in someone's head. Tabsy sends it automatically and shows every outstanding balance in one list.
Your standing B2B accounts deserve net terms, recurring invoices, and order history — not a re-rung sale every time. Tabsy gives each account its own record and billing cadence.
If supplier and freight costs never get logged against the order, the "profit" on a custom piece is a guess. Tie expenses to the order and see the real margin before you reorder.
Say a customer walks into a furniture showroom and wants a sectional in a fabric you don't stock. In Tabsy you pull up their record from a purchase last spring, build a quote for the sectional plus the $180 freight your supplier charges, and text it to them. They approve on their phone and pay a 30% deposit by card before they leave. You log the supplier's wholesale cost as an expense on the order, so you already know your margin. Six weeks later the piece ships; you convert the quote to an invoice for the balance, the customer pays by ACH, and the whole history — quote, deposit, supplier cost, final payment — sits on their account when they come back for a matching ottoman. None of it touched the register, and none of it lived on a sticky note.
Illustrative example. Tabsy does not publish customer counts, testimonials, or outcome statistics we can't substantiate.
From the first quote to the final payment. Book a demo or get started today.
Get Started TodayLast updated: June 2026