Looking up a customer at checkout
Attach a regular customer to a sale by searching for them at the register.
By the end of this article, a sale has a customer record attached to it.
Search for the customer
Above the cart, the Customer field is where you attach a regular to the current sale. Type part of their name, phone number or email, and matching customers appear in a dropdown as you type. Select one to attach them.
If the field is left blank, the sale rings up as a walk-in with no customer attached.
What attaching a customer enables
- The customer’s name is recorded on the transaction and shows up in its Sales History detail.
- Store Credit becomes available as a tender if they have a balance. See Taking a payment with store credit.
- Holding a ticket keeps the attached customer with it, so recalling the ticket later brings the customer back too.
Changing or clearing the customer
Once a customer is attached, their name and store-credit balance show above the cart with a Change button. Click it to search for a different customer or clear the selection back to walk-in.
Last updated: 2026-09-08
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