Customers on the till
Find a named customer for a transfer or account sale.
Who uses this
The cashier, when the sale is not a walk-in.
What you need first
- Cashier sign-in
Steps
1. Open customers from More
From More, open Customers. Find the buyer before you charge a transfer. Use the record the owner already created. Do not add a duplicate.
What done looks like
- You can pick the customer on the next sale.
Common mistakes
- Put the customer on a transfer you will later match at the bank.