Creating a One-Time Customer

.

Service > Cashier > Receipt Book

or

Parts > Cashier > Receipt Book

or

Sales > Miscellaneous > Receipt Book

Inside the Primary Grid:

1. Select [New] from the Action Ribbon.

Within the Receipt Book screen:

2. Click the Customer hyperlink to open the Customer Details window.

3. Click the Class dropdown and select Retail, Fleet, or Wholesale.

4. Unmark the Add New Customer checkbox.

5. Input all applicable information.

6. Click [Save].

· Once the vendor has been added to the receipt, follow steps 3-9 of “Creating a Receipt in Service” so the receipt can retain the one-time customer’s information.