How to assign a sale to a customer on file

[VanStephen]

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. 

[Twistedhornmead]

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.

[PAstore]

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

[Arie]

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 👋 🙂