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:
On a regular receipt (table, counter): Update client details and Replace with another client, as before.
On a delivery order without a billing client: a single option, Add billing client. This is the option for the typical case: an order from the website or from an integration, placed by an individual, where the customer wants a company invoice. The person stays on the order as the delivery client.
On a delivery order that already has a billing client: Update billing client details and Replace with another billing client.
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 you have already collected payment for the order, see the section "The order is already paid / collected" below.
A delivery order has two client cards: Delivery client, with the person who placed the order and the delivery address, and Billing details, with the company the fiscal receipt and the invoice are issued to. The CUI is added on the Billing details card, not by replacing the delivery client.
Steps:
- Open the Deliveries menu, then open the order you want.
- Tap the Billing details card.
- Add billing client opens. Search for the company by CUI or by name, or tap Add new client and fill in the CUI and the rest of the details. If the customer left the CUI in the order comment, the form opens already filled in with it.
- Select the company. The person who placed the order stays on the order as the delivery client, with their delivery address.
The fiscal receipt and the invoice are issued to the company in Billing details.
If the company is already filled in (for example on Glovo or Wolt orders where the customer requested a company invoice), tap the Billing details card to open Billing details actions: Update billing client details, Replace with another billing client, Client history, Client rating and Remove billing client from order.
The simplest way is to add the CUI before issuing the fiscal receipt: once the order is paid, the actions on the Billing details card are greyed out, except for the rating. Nothing is lost: the paid receipt can still be corrected from the Receipts section. See the next section.
The Delivery client card stays with the person the order is delivered to. From there you can change the delivery details, update the person's details or replace them with another person. On this card you can only choose individuals, not companies.
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