Selecting the customer on a sales receipt

When creating a sales receipt, you can select an existing customer or leave the customer field blank to record a sale to a walk-in (one-time) customer. Selecting a customer builds their transaction history, applies any customer-specific discounts, and ensures the sale is linked to their account. Selling to a walk-in is useful for retail or point-of-sale transactions where you don't know the customer's name.

Before you start

• If you want to select a customer, the customer must already be entered in your system (see Contacts → Customers to add one).
• You need permission to create sales receipts.
• Decide whether this sale is to a named customer or a walk-in.

Steps

To select an existing customer:

1. On the sales receipt form, locate the Customer field near the top.

2. Click in the Customer field to open the customer lookup.

3. Type the customer's name, ID, or phone number to search.

4. Select the customer from the list that appears.

5. The customer's contact information and any default payment terms will populate automatically (if configured).

6. Continue with adding line items and completing the receipt.

To sell to a walk-in customer:

1. Leave the Customer field blank.

2. Continue with adding line items and completing the receipt (see "Selling to a one-time / walk-in customer" for full details).

Tips & common mistakes

• Search by any field. If you know the customer's name, ID, or phone, the lookup will find them. Try partial matches if exact names are unclear.
• Add a new customer first. If the customer does not exist, go to Contacts → Customers, create them, then return to the receipt.
• Walk-in sales don't build history. If a customer comes back, you won't have their prior transaction record unless you select them on each receipt.
• Customer discounts apply automatically. If you have set up a customer-specific discount, it will be applied when you select that customer.