Invoices

Setting up "No Name" Required On Invoice

Sometimes a customer does not want to leave their name or information when making a small purchase.

Therefore, no name is required on an Invoice (e.g. small item purchase, tourist, etc) but you may want to track these sales.

How to Add a "No Name" Customer Name

This makes it easy to find all Invoices as they will have a customer name on it. You will also be able to track total sales of small items sold to customers before they become ‘regulars’.

1. Go to Contacts file.

2. Create a record by clicking on New Contact button in top right corner.

3. Enter  WALK-IN  in the ID # field.

4. Enter  Valued  as the First name and  Customer  as the Last name.

5. Later, when you create a new Invoice, use can easily use this.

Tip: You may also be able to track which items are selling and answer such questions as "what is in the display window that is drawing them in?"