Adding a client's name to a transaction.

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 there is 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's name: 

Step 1: Go to the Transactions tab and select Cash Sale. 

Step 2: The Transaction Entry screen will appear. Click Client Details. 

Step 3: You will now have the option to either search for an existing client by clicking the search button (green arrow) or create a new client card by entering the new client's details in the fields. Once done, click Details to return to the Transaction Entry screen.