When performing a cash sale for walk-in Clients, you may link the transaction to a Client Card if they are an existing client to your business.

This will ensure a record of the item sold to the Client. You may also add in a brand new client by creating a client card straight from the transaction entry screen.

To add a Client to a Transaction:

Step 1: Click the Transactions tab and select Cash Sale.

Step 2: The Cash Sale Transaction will appear. Click the Add Client button

Step 3: The Client screen will appear

You may begin typing the client's name in the Field. If the client is an existing client, their name will appear on the list.
If they are a brand new client, click the + button and enter the details of the client.

Step 4: Click the Save button

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