If you want to add a customer’s name to a sale or capture their contact information for marketing purposes, follow these steps:
- Tap “Add Customer” at the top of the bill.
- Choose an existing customer name from the list on the left OR.
- Tap the green “Add Customer” icon in the upper right of your iPad grid to add a new customer
- Enter the information in the fields provided.
- If the customer will accept marketing from your shop, swipe to the right.
- Tap “Create and Add to Bill” to add the customer’s name to the bill.