How to attach a customer record to a quick sale

Oops! Someone in the box office made a quick sale when they were supposed to be making a regular sale. Now you need to attach a customer record to that sale.

  • Go to Sales | Sales record | Search by sale number to find the quick sale
  • Click on the Customer tab
  • Click Attach another customer
  • A message ‘This is permanent’ will appear.  “Are you sure you want to attach another customer to this sales record?”
  • Click Yes

attach

  • Search for the customer you want to attach to the sales record

anything goes

  • Click Use this information
  • That customer is now attached to only that sale record (plus any prior sales that were done to that customer)

 

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