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leahhag
Level 1

Set Customer default settings for "Visitor" in Sales Receipts

We have a "Visitor" set up in our Customer field (as a customer) in Sales Receipt.  We want 1) set the field to default to Visitor when initiating a sale (so that we don't have to select a customer for each transaction), and 2) to then default to "No" when asked if we want to enroll Visitor in the Rewards Program so that we don't get the pop-up box every time we select Visitor.  Possible to do this?  Thank you!

1 Comment
MaryLandT
QuickBooks Team

Set Customer default settings for "Visitor" in Sales Receipts

Hello there, leahhag,

 

Setting up a default customer name when initiating a sale isn't an option. You need to choose a name while making a sale. Then, you can edit it later after saving the transaction.

 

Let me show you how:

  1. From the Home screen, select Sales History.
  2. Highlight the Sales Receipt you want to edit.
  3. Choose I Want to, then select Change/Edit Customer.
  4. Select the Enter customer name or phone drop-down, then select the customer to apply the receipt to.
  5. Click OK.

You can also refer to this article for more details: Edit a sales receipt in QuickBooks Point of Sale.

 

Stay in touch if you need anything else, and I'm always around to help you.

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