To transfer or change the customer linked to a sale, follow the steps below.
- Go to the Sales Menu.
- Select Transfer Customer Name on Sale.
- Click Select Sale. Use the search criteria to find the required sale. Select the sale so it is highlighted, then click Next.
- Click Select Customer. Use the search criteria to find the required customer. Select the customer so it is highlighted.
- Click Complete Transfer.
Note:
- This feature can be used to assign a customer name to a cash sale. For example, if you create a quick sale and later need to link it to a customer, use this option.
- If you need to refund or exchange a cash sale, it is recommended to first assign the sale to a customer using this feature. This ensures a customer record is linked to the transaction.
- Refunding a cash sale as customer credit requires the sale to be linked to a customer first, otherwise there is no customer record to allocate the credit to.
