You can add, edit, or remove customer information during a sale, return, or estimate. This helps with tracking purchases, reward programs, and sending receipts via email or text.
Add a Customer to a Sale
Add customer details during a sale to track purchases and send receipts. Follow the steps below:
From Dashboard, click the Sales tab.
In the Customer Section, either add an existing customer or create a new one.
Start typing the customer’s name and select the correct match from the dropdown.
Edit Customer Information in a Sale
To update customer details without leaving the sales screen follow the steps below:
From Dashboard, click the Sales tab.
Make sure the customer is added to the sale. Click the box and pencil icon next to the customer’s name.
Once done, click Save to return to the Sales page.
Note: To remove the customer, simply click the Detach button.
Send Receipts to Customers
To send digital receipts instantly via email or text after completing a sale follow the steps below:
Email Receipt.
Directly to the customer’s email address for easy recordkeeping and quick access.
Follow the steps below:
From Dashboard, click the Sales tab.
Click the Email Receipt icon (red envelope turns blue).
The receipt will be emailed automatically once the sale is completed.
Text Receipt.
Send receipts directly to the customer’s mobile number for quick access.
Follow the steps below:
From Dashboard, click the Sales tab.
Click the SMS Receipt icon (phone icon turns blue).
The receipt will be sent automatically via text after the sale.