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Add a customer to a receipt

This guide explains how to add a customer to a receipt in the POS365 app.

This guide explains how to add a customer to a receipt in the POS365 app. Customers are synchronized directly from Business Central.

Step 1:

add a customer to a receipt

Click on the add a customer to a receipt - button

Step 2:

add a customer to a receipt1) Search for the customer you want to add. You can search for their Name, Phone, Email. VAT number and EAN

2) Click on the blue button marked with a +

Step 3:

add a customer to a receipt

When a customer has been added, the button will turn blue

If you need more information indicating the added customer, see step 4

Step 4:

add a customer to a receipt

It is possible to add a field on the POS displaying customer information from Business Central. This can be added through the screen designer in the Admin Center