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Adding a new customer in the POS*

If you need to issue an invoice from Ebriza POS and the customer is not in your database, you will have to create them.

Written by Eva

You have several options for creating a new customer in the POS:

  1. 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.

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