Fixing Sale Entered Under Wrong Customer


If the entirety of the sale is correct with the exception of the customer which was selected, you can change the customer by using a Supervisor option on the receipt preview.

  1. Go to Customer > Find, lookup the customer the sale was incorrectly entered under.
  2. Select the customer record and visit the ACTIVITY tab.
  3. Select the sale which needs to be moved to a different customer and select "See Sale"
  4. When the preview is up, select  the Supervisor button on the bottom, then Change Customer.
  5. You can then select the correct customer this sale should be under.

 

 

Updated on Thu, 18 Apr 2024 by Angela Chiaravalle

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