How to add a customer to a completed sale

Objective

To add a customer to a Closed, layaway, Parked, Return or Parked Return sale after it's been completed in the Sell Screen.

Setup

• Retail POS for Mac or PC 

Steps

1. Navigate to Sell -> Sales History
2. Search for the sale that you need to add a customer to
3. Click the sale to expand
4. Click Edit Sale
5. Search for the customer in the Customer field
6. Click Save

Additional Information

If you are attaching a new customer, you will need to create a new customer profile before you can attach it to the completed sale in your sales history.

• Adding a Customer to the Sale
• How to change customers for processed sales
• How to add notes to a customer account in Retail POS?