Clients
Create client records to invoice with their tax details and see their history.
The Clients menu stores the records of your regular or business customers.
Create a client
- Open Clients and tap add.
- Choose Company or Individual.
- Fill in the name, tax ID and address. For a full invoice, these details are required.
- Save.
You can also create the record from the ticket, in Options › Assign Customer.
Assign a client to a ticket
- On the ticket, open Options › Assign Customer.
- Search the client by name or tax ID.
- Their name appears on the ticket and on the table in the plan.
When taking payment, you can issue an invoice in their name.
In retail mode, assigning a client also lets you keep an open tab in their name and charge it later.
Data protection
Records are stored on your main register. Only keep the data you need for invoicing.