Create a One-Time Customer for occasional customers
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Nici Peck_9716470
Member Posts: 11 ✭
We have a number of walk in customers, for one off purchases. Currently we have CASH Sale in the customer list for these purchases / invoices, but as we change the details for each customer, when we close out of invoice & someone accidentally saves the invoice it reverts all previous cash customer contacts to that contact - nightmare! Is there another way of invoicing one of customers? Without adding each as a permanent customer record.
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Comments
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We use Sales Receipts and don't use a Customer: Job just fill in the contact details in the Sold To section.
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Nici
I don't think that you can do what you have asked.
Can I query why having the details change each time is a problem for you? I can only assume that you want to keep the contact details of previous cash sales for some form of warranty/follow up/marketing purposes. If my assumption is correct, then I think you should maintain them as permanent customers. (You can mark them as non-active so that the visible list of customers doesn't become unmanageable.)0 -
hadn't thought of that, good idea0
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And later if they become often enough you can add the Customer: Job if you want/need to.
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