All Collections
Fixes
Adding Or Changing The Customer Attached To A Sale
Adding Or Changing The Customer Attached To A Sale

How to add or change the customer attached to a completed sale.

Britton Hennessy avatar
Written by Britton Hennessy
Updated over a week ago

If you need to change the customer attached to a sale, it is very easy to do so.

Keep in mind that changing a customer on a sale does not update their account with rewards or credit. These numbers are only created when the customer is present at the POS.

If you want to also update a customer's rewards, you must do so from their account.

To update the customer attached to an existing sale:

  1. Navigate to Reports > Sales Detail Report

  2. Find the sale you would like to fix. You can narrow down your options using a date picker if necessary.

  3. Once you find the sale you're looking for, click the gray edit button the right.

  4. From there you can add or update the customer attached to the sale.

  5. Click Save.

Did this answer your question?