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Adding a new customer in POS
Adding a new customer in POS
Andrei avatar
Written by Andrei
Updated over a week ago

If you need to issue an invoice to a customer however you can not find it, you will need to create it.

*For creating a new customer you will need to have the Clients Application installed as the information will be saved there as well.*

You have two options to create a new client in POS:

1. From Receipts, click long on the bill for which you want to issue the invoice, choose Send invoice to E-mail or Print invoice. It will open a new window, where you can select the client or add it. All you have to do is click on the + icon.

2. Once you have marked the products on the table, go to order Options, click Loyalty / Promotions.

3. Either tap on the user icon at the top left of the order.

Here you will need to add the details of the new client, if he is a individual or you can search for Tax ID Number, if the client is a company.

Don't forget to Save.

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