Add a customer to a transaction

Clay — Mon, 16 Jan 2017 22:10:09 GMT

When I add a customer to a transaction within the register it does not retain the customer infomation with the transaction. It does not allow you to send recipt because it does not know the customers information. Here is my sequence of workflow.

From the library add items to current sale

Click on Current Sale

Click Arrow on right to access drop down menu

Click Add Customer

Select Customer from list

Click Add to Sale

Click Charge

Select payment method

Complete the tranaction

There is no contact infomation in the options to send recipt.

When I go to the transaction the customer is not associated with the transaction.

Re: Add a customer to a transaction

VanKalkerFarms — Mon, 16 Jan 2017 22:46:08 GMT

The customer information and the "send receipt to" on the credit card checkout screen are unrelated. You need to enter the customer's email address on the checkout screen the first time they use the credit card. A customer might want 2 different address for receipts and email newsletters.

As for it not being associated with the receipt, it should be. I'd have to look at my normal procedure but I add customers to checkouts all the time.

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Add a customer to a transaction

Re: Add a customer to a transaction