How to change customers name on a sale
To Transfer / Change the customer on a sale just follow the steps below:
- Click on 'Sales Menu'.
- Click 'Transfer Customer Name on Sale'.
- Click 'Select Sale'. You can then use the search criteria to search for the desired sale. Click on the desired sale so it is highlighted and click next.
- Click 'Select Customer'. You can then use the search criteria to search for the desired Customer. Click on the desired customer so it is highlighted.
- Click 'Complete Transfer'.
Note:
You can use this feature to give a 'cash sale' a customer name. So if you create a quick sale and then want to add a customer name on the sale, use this feature.
If you want to refund or exchange a 'cash sale' we suggest using this feature first so that you have a name associated with the sale. If you want to refund a cash sale as customer credit, then you must use this feature first, so there is a customer to give the credit to.