Linking a Customer or Invoice to a Payment
    • 25 Mar 2024
    • 1 Minute to read

    Linking a Customer or Invoice to a Payment


    Article Summary

    You can link transactions in the Point-of-Sale to customer profiles to keep track of their shopping history. 

    Linking a Customer or Invoice on the Workstation App 

     Start by selecting the ... menu option on the top right-hand side of your screen.

    workstation app menu

    From the actions menu, select Link Customer or Link Invoice.

    link customer menu option

    If the customer already exists in your account, use the search bar to locate their profile. If you want to add a new customer to your account, select Create Customer.

    link customer

    To create a new customer, simply enter their information into the text boxes. The only mandatory field is Name, however entering their email address makes it easy to email them a receipt once the transaction is complete. new customer contact infoClick on Save once you're done entering their information. The customer's name will be displayed at the top of the cart for easy reference while you complete the transaction.

    To link an Invoice, select a Due Invoice, or search for an invoice number, or customer associated with an invoice:

    Linking a Customer or Invoice on the Mobile App

    Start by selecting the ... icon beside the Review button on your POS screen.

    linking a customer in the mobile app

    Click on the option for Link Customer or Link Invoice on the following pop up screen.

    link a customer

    If the customer already exists in your account, use the search bar to locate their profile. If you want to add a new customer to your account, select Create Customer.

    Create new customer

    Once you have created or selected an existing customer and clicked Save, the customer will appear in your cart as shown below. You can click on the customer in the cart if you need to view or edit the customer details.

    customer successfully linked

    charge options

    To link an Invoice, select a Due Invoice, or search for an invoice number, or customer associated with an invoice:


    Was this article helpful?