Guide · customers on the bill

The customer's name and number, on the bill.

Tap the person icon, type a number or a name, and the order knows who it is for. The bill prints the name with the full number, a parcel's KOT carries the name so the bag can be called out, and the Orders list finds the bill again weeks later by either one. It works on the register, on the waiter's phone and with the internet off.

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On the register

Person icon to printed bill, in five steps.

1

Tap the person icon at the top of the cart

The cart header reads Order, with a small person icon beside it. Tap it and a sheet slides up over the cart with one box that takes a number or a name. The rest of the register dims behind it and a tap outside does nothing, so a stray finger cannot ring a dish onto the order while you type. On a store with no customers yet, the sheet says so: "No customers yet. Type a number or a name, or add the first one."

The right-hand side of the EasyKOT register on a store with no customers, dimmed: two menu columns, and the Order column with the person icon beside Order and a Chicken Shawarma line. A Customer sheet has slid up over the cart with an empty Number or name box, the message No customers yet. Type a number or a name, or add the first one., an Add new button, Cancel, and a greyed Attach with Pick someone, or add a new one under it

Step 1: the icon sits beside Order; on a new store the sheet says the book is empty.

2

Type a number or a name, then Attach

Digits search the number and letters search the name, and any part of either works: 98200 finds Neha Kapoor, and so does Neha. When exactly one customer matches, that row is already highlighted, so a regular takes two taps: type, then Attach. There is no list of recent customers to scroll through; the sheet stays empty until you type.

The Customer sheet with 98200 typed in the Number or name box and one result already highlighted: initials NK, Neha Kapoor, 98200 41276, above the Add new, Cancel and Attach buttons

Step 2: five digits, one match, already picked. Attach.

3

New diner? Add new, then Save and attach

Add new turns the sheet into two boxes, Number and Name, and moves whatever you had typed into the right one. Either box alone is enough ("A number or a name is enough."), so a regular who will not give a number can be saved as Sharma ji, and a phone order can be saved as just the number. A number has to be a 10-digit mobile; a +91 or a leading 0 is taken off for you. If the number is already saved, the form says whose it is and offers to attach that person instead, because one number is one customer.

The New customer form: an empty Number box showing 10-digit mobile, Priya Verma typed in the Name box, the line A number or a name is enough., and Back, Cancel and Save and attach buttons

Step 3: a name alone is enough to save.

4

Check the pill, then fire and settle as usual

Back in the cart, the person icon has become a pill with the customer's name, or the number when that is all you have. The × on the pill takes the customer off the order; tapping the name opens the sheet to pick someone else. Nothing else about the order changes: fire the KOT, print the bill and settle the way you always do.

The cart header reading Order, with a pill holding a person icon, Priya Verma and a small ×, Assign table on the right, and a Chicken Shawarma line at ₹70 below it

Step 4: the pill tells everyone at the counter whose order it is.

5

Or take the details at settle

The settle dialog always carries a Customer box with Name and Number, marked optional. With nobody attached, type either one and settling saves the customer and attaches them before the bill prints; the line under the button says "Settling will save this customer and attach them". Type nothing and nothing is saved; the hint under the fields reads "Leave both empty and the bill simply has no customer." With somebody attached, the two fields show their details, read-only, and Change opens the customer sheet and brings you back to settle. Part pay is the one exception: a balance left unpaid still needs both a name and a number, because someone has to be chased for it. With a customer already on the order, part pay saves the number onto them, so it must be a 10-digit mobile: a short one greys out the Take button, with "Enter a 10-digit mobile number" under it.

The Settle dialog for ₹73.50 with UPI selected and a Customer optional box holding empty Name and Number fields, placeholders Customer name and 10-digit mobile, above the line Leave both empty and the bill simply has no customer., then Cancel and Settle ₹73.50 · print bill

Step 5: nobody attached, so the fields are there to type in, or to ignore.

The same Settle dialog with a customer attached: Neha Kapoor in the Name field and 98200 41276 in the Number field, both greyed and read-only, a Change button at the top right of the box, and the line From the customer on this order.

Already attached: read-only, with Change one tap away.

The Settle dialog for ₹73.50 with UPI selected, ₹40 received and Part pay armed: a cream panel saying the ₹33.50 balance is unpaid and needs a name and number, with a Change button, Priya Verma in the Name field and 98200 in the Number field, the line Both are needed to chase an unpaid balance., then Cancel and a greyed Take ₹40 · balance due ₹33.50 button with Enter a 10-digit mobile number under it

Part pay with Priya Verma attached: five digits will not do, because the number is saved onto her.

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On paper

What the bill and the KOT print.

  • The bill gets one row under its header: the name on the left, the number on the right, written in full. A customer saved with only a name or only a number gets a row that starts with Customer. The on-screen receipt shows the same row as the paper.
  • A parcel's KOT prints the name in bold under the KOT number (For Neha Kapoor), because a bag has no table to be found by. A dine-in KOT never prints the customer, and no KOT ever prints the number.
  • Reprints follow corrections. An order remembers which customer it belongs to, not a copy of their details, so a typo fixed today is fixed on every past bill and every reprint of it.
The on-screen receipt for Mezbaan, BILL, DINE IN, with a row reading Neha Kapoor on the left and 98200 41276 on the right, above 1 × Chicken Shawarma ₹70, CGST 2.5% and SGST 2.5% at ₹1.75 each, Total ₹73.50 and Paid (UPI) ₹73.50

The receipt preview: the customer row sits between the header and the dishes, laid out like the money rows.

Later

Find the bill again, and fix a typo after settle.

Open Orders from the register's top bar. The search box says what it covers ("Search table, bill, dish, amount, or a customer's name or number"): type part of a name, or four digits from anywhere in the number, and the list narrows to the bills that match. Each row shows the customer's name under the order type. For a bill from another day, switch to Earlier and pick the date first.

The register's Orders screen with 1276 typed in the search box and the Today tab showing one match: a Dine in order with Neha Kapoor under it, Chicken Shawarma, UPI, Settled, 16:29, ₹73.50

The last four digits of her number, and there is her bill.

Open a settled bill and its customer sits in a box of their own, with two buttons. Edit contact fixes the name or number, on this bill and on every other bill that customer is on. Change customer puts somebody else on this one bill. A settled bill with nobody on it offers Add customer instead. None of the three touches the amount, the payment or the invoice number. Edit contact will not move a number onto one that already belongs to another customer; it names that customer and offers to attach them to the bill instead.

A settled order's customer box reading Customer, Neha Kapoor, 98200 41276, with Edit contact and Change customer buttons below

On a settled bill: fix the contact, or change who it was for.

On the waiter's phone

The captain app does the same, at the table.

On the captain app, the person icon sits next to ‹ Floor at the top of the order screen. It opens the same search, with the same rules: digits find the number, letters find the name, and Add new customer saves someone with either one. Once attached, the name shows as a pill with an ×; to put someone else on the order, take the first one off with the × and tap the icon again.

The phone's settle sheet has Customer · optional with a Name and a Number box, and the number box brings up the phone keypad. A short number is flagged before you settle ("Enter a 10-digit mobile number") and Cash and UPI stay greyed until it is finished or cleared; a good one is saved and attached when you settle. With a customer already on the check, the sheet shows their name and number instead of the boxes.

The EasyKOT captain app on an iPhone, table T2 dimmed behind a Customer sheet: 98765 typed in the search box, one match reading Priya Sharma 98765 43210 outlined, Add new customer, Cancel and Attach buttons, and the phone keyboard up below the sheet
1 · Search. Part of the number finds her.
The captain app order screen for table T2 after attaching: a pill beside ‹ Floor reading Priya Sharma in full with an ×, three dishes under To send, a total of ₹1,018.50 and a red Send KOT 3 button
2 · Attached. The pill rides the header; × takes it off.
The captain app Settle sheet for ₹1,018.50: under Customer · optional, Anita Rao in the Name box and 9123456780 in the Number box, the line Settling will save this customer and attach them., then Print bill at the till, and Cash and UPI buttons
3 · Or at settle. Typed here, saved and attached when the bill is settled.
For the owner

Every customer, on one page of the dashboard.

In the owner dashboard, Manage → Customers lists everyone your cashiers and captains have saved: the name, the number, how many visits, the last visit and what they have spent. Visits and spend count settled bills only. The search box takes a name or a number.

The owner dashboard's Customers page for Spice Route Kitchen: a Search by name or number box, Showing 10 of 10, and a table of Name, Number, Visits, Last visit and Spent running from Aditi Sharma, 14 visits and ₹4,860.00, down to Vikram Rao with 0 visits and ₹0.00; two rows have a number and no name, and one has a name and no number

Regulars at the top, with the numbers that make them regulars.

Click a customer to see their orders, with Edit contact and Delete customer above them. Editing onto a number that someone else already has is refused, and the page names who has it with a link to open them. Deleting asks once more, then takes the name and number off every past bill; the orders and their money stay. The page itself says when to use it: "If a diner asks to be forgotten, open them and delete."

Aditi Sharma's panel on the Customers page, 98200 41276, 14 visits, ₹4,860.00 spent, with the edit form open: the Number changed to 9867004521 and, after Save, the sentence This number belongs to Rahul Mehta. followed by a separate underlined link, Open Rahul Mehta, and her orders listed below starting with #1042 on 21 Sept 2026, Settled, ₹680.00

One number, one customer: the dashboard will not make a second.

No internet

Offline, and across tills and phones.

The customer book lives on each register and phone, like the menu does, so searching, saving, attaching and printing never wait for the internet. When the line comes back, new customers sync with the orders. When your tills and captain phones are connected over the shop's Wi-Fi, customers travel between them with the orders, internet or not, so a name saved on a waiter's phone prints on the counter's bill. How that connection works is in the second till guide and the offline billing guide.

Limits

What it does not do yet.

  • No messages to the guest. EasyKOT does not send a WhatsApp, an SMS or an e-bill. The number is saved so that you can call, and nothing is sent to it.
  • No address. There is no address field, and no birthday, note or loyalty points either. The GST rules ask for a guest's name and address on the bill only when they are GST-registered or the bill is ₹50,000 or more (the GST bill post explains); EasyKOT cannot print an address on those bills.
  • One outlet, one list. Customers belong to the restaurant that saved them. Each EasyKOT restaurant keeps its own list, so a regular at two of your outlets is saved once at each.
  • On the phone, change means remove and re-pick. The captain's settle sheet has no Change button, and a phone cannot change the customer on a bill once it is settled. Fix those from the register's Orders list.
  • Older part payments stay where they were. Names and numbers typed for a part payment before customers arrived were not copied into the customer list.
Customer questions

Straight answers.

Do I have to ask every guest for a number?
No. A number or a name is enough to save a customer, and a bill with neither is perfectly normal. The only time the register insists is a part payment that leaves a balance unpaid, which needs both a name and a number.
What if two people give the same number?
One number is one customer. Type a number that is already saved and the sheet finds that person; try to save it as someone new and the form tells you whose number it is and offers to attach them instead. Two tills that save the same number while offline end up as one customer once they sync. Two guests saved only as Sharma ji stay two customers, because a name alone is not an identity.
Is the number hidden on the bill?
No. It prints in full, on the paper and on the screen, because the restaurant may need to call. If a guest would rather not have their number on the bill, save only the name.
Does the kitchen see the customer?
Only on a parcel. A takeaway KOT prints the name in bold under the KOT number, For Neha Kapoor, so whoever hands the bag over can call it out. A dine-in KOT never prints it, a KOT never prints the number, and the kitchen screen does not show the customer at all.
Can a cashier delete a customer?
No. A cashier can correct a name or number from the Orders list; deleting is the owner's job, on the Customers page in the dashboard. Deleting takes the name and number off every past bill and reprint, and the orders themselves stay, money and all.
Does any of this need the internet?
No. Searching, saving, attaching and printing all run on the register's own database. With the line down the customer book keeps working and syncs when the internet is back, like the orders do.
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