How to Assign a Customer to an Existing Sale in Nexchar Desktop POS

Sometimes, a sale is completed without assigning a customer—especially during quick transactions. Nexchar Desktop POS allows you to assign a customer after the invoice has been created, ensuring proper tracking for returns, loyalty points, and purchase history.

Follow these steps to assign a customer to an already created invoice.

Step 1: Open the Invoice from the Sales Page

1. Open your Nexchar POS.
2. Navigate to the Sales page from the left-hand menu.
3. Click the Search icon on the top right.
4. Use the search bar to find the sale by invoice number.
5. Click on the invoice to open the Invoice Details page.

Step 2: Assign the Customer

1. If no customer was assigned at the time of sale, you will see an Assign Customer button on the invoice details screen.
   
2. Click on Assign Customer.
3. A list of existing customers will appear. You can:
   • Search by name, email, or phone number.
   • Or click + Add New Customer if the customer doesn't exist yet.
4. Select the appropriate customer and click Assign.

Note: Once assigned, the customer is permanently linked to that invoice. This is necessary for returns, refunds, and loyalty tracking.

Why This Feature Matters

• Enables refund/return functionality (which requires a customer on the invoice).
• Allows customers to earn loyalty points after purchase.
• Ensures accurate reporting and customer history.