Keep customer spend and visit history accurate by manually adding receipts to CRM profiles
Keep customer spend and visit history accurate by manually adding receipts to CRM profiles — even when purchases happened outside of TablelistPro.
Use receipts to import historical spend, reconcile data from other systems, record off-platform visits, or update guest lifetime value without creating reservations.
What's included:
This makes it easier to maintain complete customer histories when spend originates from external POS systems, spreadsheets, legacy data imports, or offline transactions.
This was also added to the public API (2025-03): Added endpoints to create and update manual customer receipts, enabling bulk import of legacy spend into CRM with automatic stats recalculation.