In order to apply loyalty to customers, put sales on account, send email receipts and more, please add a customer to the current sale. You can either search for the customer using the standard search box or click the designated + add customer key.
Search Bar: type the name of the customer you would like to apply to the sale.
+ Add Customer key: click the designated key and search for the customer in the following text box. Click on the customer you wish to apply to the sale.
- From here you will also be presented with the option to create a new customer by clicking the + Create New button. This opens a pop up with the customer creation wizard, which will take you through the process step by step. When finalised / cancelled you will be taken back to the sell screen with the newly created customer applied to the sale.
To remove a customer from the current sale: click on the x to the right of the customer's name.