Everything Around the Sale, in One Place
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.
Custom Quotes & Special Orders
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.
Deposits & Online Payments
Collect a deposit up front, bill the balance on completion, and accept credit cards or ACH bank transfers online. No more chasing customers for the rest of what they owe.
Wholesale & Recurring Billing
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.
Your POS Wasn't Built for This
Tabsy fills the gap your register leaves — the custom orders, wholesale accounts, and follow-up invoicing that don't fit a checkout flow.
- One customer record for walk-in, custom, and wholesale orders
- Flat pricing from $39/month (Express) or $70/month for 2 users (LPM)
- Every feature included — no upsell to unlock invoicing or deposits
- Get paid online by card or ACH, with automatic reminders
How a Special Order Moves Through Tabsy
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.
- Capture the customer. Add the buyer (or pull up their existing record) so the order attaches to one profile with their phone, email, and past purchases — no duplicate "John from Tuesday" entries.
- Build the quote. Line-item the product, options, and any sourcing or freight cost. Send it to the customer's phone or email for one-click online approval — no printed slip to lose.
- Collect the deposit. Take a deposit by card or ACH the moment they approve, so you're not fronting the cost of a special order out of pocket.
- Track it to fulfillment. Record the supplier cost as an expense against the order and keep the order's status on a board so anyone at the counter can answer "is my piece in yet?" without digging.
- Bill the balance and close it out. When it arrives, convert the quote to an invoice for the remaining balance, send an automatic reminder if it isn't paid, and the full history stays on the customer's account for the next reorder.
The Retail Work That Falls Through the Cracks
Deposits you forget to chase
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.
Wholesale buyers treated like walk-ins
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.
Margins you never actually checked
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.
A Specialty Furniture Shop, Start to Finish
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.
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Run the Whole Customer Relationship on Tabsy
From the first quote to the final payment. Book a demo or get started today.
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