You have several options for creating a new customer in the POS:
From the Receipts section, hold down on the receipt for which you want to issue the invoice, then click the Receipt actions button in the top-right corner and choose Send invoice by e-mail or Print invoice.
A window will open where you can select the customer by entering at least 3 characters from the name or VAT number or add a new one:
2. After you’ve added the products to the table, go to the three dots in the bottom-right corner and click Add client:
Here you will have to add the new customer’s details if they are an individual, or you can search by tax ID (CUI) if it is a company:
After you select the customer or add a new one, click Save in order to complete.
The order has already been paid — how do I change the customer?
Payment, closing the receipt and a printed fiscal receipt do not lock the buyer. There is no fiscal rule that locks the customer once the order has been collected.
Go to the Receipts section and long-press the receipt, or open the receipt and tap the Receipt Actions button in the top-right corner. You will find the same two options there:
Update client details — corrects the record of the customer already attached to the receipt (it propagates to the Clients app and to future orders; receipts and invoices already issued are not changed).
Replace with another client — moves only the current receipt to another customer, without modifying any customer record. This is the option for the typical case: an order that came in from your website or from an integration, on an individual, for which the customer now wants the invoice made out to their company.
The only thing that hides the two options is an invoice already issued on that receipt. In that case, cancel the invoice and issue it again with the correct customer. (A second condition: the receipt must already have a customer attached.)
The POS only shows receipts from the last 6 days. For an older receipt, work from the admin account, Sales menu.
Full steps: the article "How do I change the buyer on a closed receipt? [Ebriza POS NEXT]"
New Customer Address
When adding a new customer, the modal also asks for an address. The address field label depends on where you opened the modal from:
From a delivery order (the Deliveries menu): the field is called Delivery address, and the entered address is saved as the customer’s delivery address and appears on the order so it is available to the courier.
From a regular receipt (table) or from Receipts → Receipt actions → Send invoice by email / Print invoice: the field is called Billing address, and the address is saved as the customer’s billing address and used on the invoice.
In both cases, start typing the address and select one of the suggestions displayed, then click Save.
When the receipt already has a customer: Manage Customer / VAT ID
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In the receipt’s three-dot menu, there is a single customer-related row, but its name changes depending on the receipt:
If the receipt has no customer, the row is called Add Customer / VAT ID and opens the customer search screen directly.
If the receipt already has a customer, the row is called Manage Customer / VAT ID and opens a submenu with three actions: Update Customer Details, Replace with Another Customer, and Remove Customer from Receipt.
Important: Update Customer Details does NOT contain the VAT ID field when the customer on the receipt is an individual. This form edits the customer record already attached to the receipt and cannot change its type, so for an individual it only displays First Name, Last Name, Phone, Email, Personal ID Number, and address. The VAT ID, Company Name, Trade Register Number, IBAN, and Bank fields appear there only if the customer on the receipt is already a company.
To switch the receipt to a company, use Replace with Another Customer. In the search screen, enter the VAT ID or company name (minimum 3 characters); if the company does not yet exist in your customer database, the app suggests it as a new customer and saves it when you select it. Alternatively, click Add New Customer, select Company under Customer Type, and enter the VAT ID and the rest of the company details.
VAT ID on a delivery order (Deliveries menu)
The steps below are for a delivery order that is still open (not yet paid). If the order has already been paid, the customer is changed a different way — see the section "The order has already been paid" below.
On an order from the Deliveries menu, you will not find Add Customer / VAT ID: the order already comes with the customer who placed it, usually an individual. The steps are:
Open the Deliveries menu, then open the desired order.
Tap the three dots next to the OK button in the order’s bottom bar.
Select Manage Customer / VAT ID.
Select Replace with Another Customer.
Search for the company by VAT ID or company name, or click Add New Customer, select Company under Customer Type, and enter the VAT ID and the rest of the details.
When replacing an individual with a company, the app asks Keep customer details? Select Keep Details to move the name and contact information of the person who placed the order to the order comments, or Delete Details to remove them.
The simplest thing is to enter the VAT ID before issuing the fiscal receipt. If you did not, nothing is lost: a paid receipt can still be corrected from the Receipts section — see the next section.
The same customer actions are also available by pressing and holding the Customer area of the delivery order for two seconds. From this path, if the customer left their VAT ID in the order comments, the search screen opens with the VAT ID already filled in. The list also includes Edit Delivery Details and Customer History, which are unrelated to the VAT ID, and on an order that has already been paid, these actions appear inactive (greyed out). Greyed out only means the delivery screen is no longer the right route — it does not mean the receipt is locked. On an order that has already been paid, the customer is changed from the Receipts section, as described below.
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