Adding a Customer to a Sale in the Sales Module

Overview

This article will give step-by-step instructions on how to add and attach a customer to a sale in the Sales module.

Steps

Follow the below steps to add a customer to a sale after the items have been added to the shopping cart: 

1. Click on the customer search field found just under the shopping cart
2. Type in the name of the desired customer and select it from the dropdown
   1. If the customer has yet to be entered into the database, click the "+" button, fill out the required information, and click "Save Changes" in the bottom right
3. Once the customer has been attached, tender out the transaction by clicking on one of the green payment buttons