Customers

LS Express is set up to use a cash customer by default. It is possible to change the default customer - see How to change the default customer for more information.

 

How to add a different customer to the sale

In order to add a customer to the sale open either My Customers or All Customers from the POS and select the customer.

 

 

The customer is then added to the sale and once the sale is finalized the Posted Sales Invoice is linked to the customer's account.

 

How to post the payment to a customer's account

To post the payment to a customer's account for billing later, add the customer to the sale and select Payment Methods. Instead of choosing one of the methods, select the actions menu and Post to Customer.

 

 

The sale will be finalized and the amount posted to the customer's account.

How to view the customers sales history from the POS

From the POS, open the actions menu and select the Customer Item Sales History. Here you will see the items that the customer has purchased in the past, as well as an option to open the posted document or print/email the receipt.