Hi. How can we help?

How to add a customer to a completed sale

Objective

To add a customer to a Closed, Layby, Parked, Return or Parked Return sale after it's been completed in the Sell Screen.

Setup

  • Retail POS for Mac or PC 

Steps

  1. Navigate to Sell -> Sales History
  2. Search for the sale that you need to add a customer to
  3. Click the sale to expand
  4. Click Edit Sale
  5. Search for the customer in the Customer field
  6. Click Save

Additional Information

If you are attaching a new customer, you will need to create a new customer profile before you can attach it to the completed sale in your Sales Ledger.

Was this article helpful?

0 out of 3 found this helpful