Attaching a customer to a sale links the transaction to their profile — useful for tracking purchase history, applying account-specific pricing, or invoicing later. Here's how to add one from the Register.
Selecting an Existing Customer
The Select Customer window opens automatically at the start of a new sale — you can also reopen it using the customer icon in the Customer panel.
Use Search by name, phone or email to find the customer.
Select their name from the results.
Adding a New Customer
In the Select Customer window, click New Customer.
Fill in the customer's Profile: First Name, Last Name, Email, and Phone. Add a Company name if relevant.
Fill in their Primary Address: select a Country, then search for the street address and add a Unit if needed.
Click Save.
Continuing Without a Customer
Click Continue as Guest to skip adding a customer and proceed with the sale.
Managing the Selected Customer
Once a customer is attached, their name appears at the top of the Customer panel with icons to view their profile or remove them from the sale.
Need Help?
Email: [email protected]
Phone: 844-949-6424 (844-WIZ-niche)
Live Chat: Click the blue WIZchat Messenger icon in the bottom corner of your screen.