thread Re: How to assign a sale to a customer on file in Archived Discussions (Read Only)

How to assign a sale to a customer on file

VanStephen — Thu, 11 Oct 2018 07:16:06 GMT

If i have a customer on file how do i assign a charge to that person? If i click on Checkout first and choose a sale I can insert the customers card and they can put in their pin, but how do i link that sale to that customer? I used to do this and my customers have a record of their sales but now i cant work out what to do.

Re: How to assign a sale to a customer on file

Twistedhornmead — Thu, 14 Feb 2019 05:05:44 GMT

I think you will need to go into Customers first, then New Sale, then complete the sale in this fashion. It should record it in the customer's profile.

Re: How to assign a sale to a customer on file

PAstore — Mon, 28 Feb 2022 17:50:20 GMT

Do you know if there is a way to change the customer assigned to the sale?

Re: How to assign a sale to a customer on file

Arie — Wed, 02 Mar 2022 04:44:49 GMT

You can remove the customer originally added to the sale, and add another @PAstore. Here's how:

1. Select the transaction you'd like to edit from your transactions tab.

2. Click on the three dots > Edit Customer.

3. Select > Remove Customer > Confirm Remove.

4. Click on the three dots again > Add Customer.

I hope this helps!

PS. I noticed it's your first post, welcome to our community 👋 🙂