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This video will show you how to add an existing customer to a transaction or create a new customer. Take a look!

Working With Customers in Transactions

Related Topics

Working With Customers in the Register

Ringing Up Sales with the POS

How to Create and Manage Customers

How to Set Up and Use a Customer House Account

How to Enable and Use Customer Loyalty

How to Generate and Email an Invoice from a Sale

Frequently Asked Questions

Q: Do I have to use the Register to add a new customer? What if I'm in the Admin app?

A: You can add new customers from the back office Admin from the Customers page by clicking the Add button in the upper right.

Q: How can I see my customer balances for those I've given House Accounts?

A: You can see a list of all customers with that permission and their balances in the Admin by going to Reports and in the reports dropdown, clicking House Account Report.

Q: If a customer is tax-exempt, how do I set that up properly?

A: This article can show you how to configure tax for a customer or business: How to Disable Tax for a Customer or Business

Q: I have a question, but I can't find my answer here, how do I get more assistance?

A: You can ask any question at the number below. Contact our 24/7 support team at: (877) 381-4087