Record a sale for a saved customer

Selling to someone you've dealt with before? Attaching the sale to their customer record keeps every order, payment and balance in one place instead of scattered across separate walk-in entries.

Record it

1. Open the Order tab and tap Create Order.
2. Tap the customer field and search their name or phone number.
3. If they're new, tap Add customer and save their name and phone number first — it takes a few seconds and pays off the next time they buy.
4. Add what they bought and set how much was paid.
5. Tap Create Order.

Why bother saving them

Once a customer is saved, every sale you record for them adds to one running history. You can see everything they've bought, everything they owe, and send them a payment reminder by name — none of which is possible for a walk-in sale with no one attached.