BEST POS Attach a customer to the invoice

Call a Customer onto the Invoice in BEST POS (Retail)

Summary

This article explains how to attach a customer to the current invoice in BEST POS: open the search, filter by name/phone/number, select and confirm. It also covers how to change or remove the customer and what to check (price level, taxes, on-account rules).

Step-by-step Instructions

1) Prerequisites

  • Cashier is logged in and a sale is open.
  • The customer record exists (otherwise create it via “Create / edit a customer”).

2) Open the customer lookup

  1. From the sales screen, press Customer (or menu Customer > Search per your mapping).
  2. The Customer Search window opens.

3) Search the customer

  • Name: type part or all of the name.
  • Phone / email: enter a number or address.
  • Customer/card number: scan the card or key the ID.
  • Tip: combine multiple fields to narrow down long result lists.

4) Select and attach to the invoice

  1. Highlight the customer in the results.
  2. Click OK / Select to link the customer to the invoice.
  3. Check: the customer name appears in the header; their settings (price level, tax group, terms) apply if configured.

5) Change or remove the customer

  • Change: open the search again, pick another record, confirm.
  • Remove: use Remove customer (or equivalent) to go back to a no-customer invoice.

Fixes and FAQs

  • Customer not found: create the record (name, contact, tax, price level) then search again.
  • Unexpected pricing/tax: verify the customer’s price level and tax group; reattach if needed.
  • Duplicates: rely on unique fields (number, phone) and plan a cleanup in Back Office.
  • On Account blocked: not possible if no customer is attached or if customer is not allowed.



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