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Require a customer on the receipt

POS365 can be set up to require a customer on receipts for billing purposes.

POS365 can be set up to require a customer on receipts for billing purposes. This guide shows you how to enable this feature, commonly used in B2B settings to ensure clerks select a customer before completing a sale.

Step 1:

require a customer on the receipt

1) Go to 'Setup'

2) Open 'Companies'

3) Click on your company

4) Choose 'Settings'

Step 2:

1) Go to "Menu"

2) Open settings

require a customer on the receipt

Step 3:

require a customer on the receipt

1) Check the 'Require customer on all sales' checkbox to enable the function

2) Click 'OK'


Note:

If you attempt to process a sale without selecting a customer, this setting in the system will prompt you to choose one before allowing you to proceed with payment.