Walk-in, named and new customers

A bill without a customer goes to the shop's walk-in account. Choose a customer to put the sale in a name, earn and spend loyalty points, or sell on credit. A customer registered at the till is ready at once.

Retail POS Building the bill
4 min read
Updated October 20, 2026

For Cashier

On this page

Do you need a customer?
Find a customer
Register a new customer
Common questions

Do you need a customer?

No. Leave the customer empty and the bill is a walk-in sale: it goes to the company's Anonymous customer account, the receipt says Anonymous Customer, and it must be paid in full at the till.

Choose a customer when the buyer:

wants the sale in their name or PAN on the invoice;
earns or spends loyalty points (Loyalty policy: how customers earn points, Spend points on a bill: the loyalty adjustment policy);
is allowed to pay later (Sell on credit to a named customer).

Find a customer

Open the customer window
Who
Cashier
Where
POS Sales > the three dots > Customer
What changes
The window New/Existing customer opens, with the sections Existing customer and New customer.
Search
Where
Search by
What changes
Type at least three characters of the PAN, mobile number, ledger code, name or loyalty card number. The list shows the name, mobile number, PAN, address and loyalty points of each match.
Choose
Where
The list
What changes
Double-click the customer. The window closes, the customer's name and mobile number show on the bill, and the cursor goes to the Cash box.

No customer found with the given search criteria means no active customer matches. Please enter at least 3 characters to search customer information means the text is too short.

Register a new customer

Open New customer
Where
The New/Existing customer window > New customer
What changes
A short form opens.
Fill it
Where
Name, Mobile Number, Email, PAN, Address
What changes
Name and Mobile Number are required. The mobile number is 10 digits, the PAN is 9 digits (or empty).
Register
Where
Register
What changes
The customer is saved and chosen for this bill at once. Next time, search for the mobile number.

If the name or the mobile number is missing the screen says "Please provide mobile number and customer name to register as regular customer."

Worked example: the same bill for three kinds of buyer

The bill's Total is Rs 2,260 and the customer hands over Rs 1,000. The customer on the bill decides what happens.

Buyer	What the till does	What is saved
No customer chosen (a walk-in)	Refuses: "Please pay full amount to proceed."	Nothing. The walk-in must pay the whole 2,260
A named customer who is not marked Cash selling customer	Opens Credit sales confirmation. The cashier types Credit and presses Yes	One invoice of 2,260 on the customer's account, 1,000 paid and 1,260 still owed (Sell on credit to a named customer)
A named customer who is marked Cash selling customer	Refuses, as for the walk-in	Nothing

To register a regular buyer on the spot: New customer, then Name "ABC Traders", Mobile Number (10 digits), PAN (9 digits, or empty) and Register. The customer is chosen for the bill at once and found next time by their mobile number.

Common questions

I registered the customer but I cannot find them.

Search by the mobile number, with at least three digits. Check that the customer is active in Customer.

Can I change the customer after adding products?

Yes, choose another customer. The lines stay. Points and credit follow the customer chosen when you save.

The loyalty button is grey.

The customer must have enough points for the shop's smallest discount (Spend points on a bill: the loyalty adjustment policy).

Can I take the customer off the bill once I have chosen them?

There is no button to clear a chosen customer. Choose another customer, or ask a supervisor to clear the whole bill with Void/Reset (The POS Sales screen).

Why is the buyer's PAN missing from a walk-in invoice?

A walk-in bill has no buyer, so it has no PAN. Choose or register the customer first, with their 9-digit PAN, and the PAN goes with the invoice (IRD-ready invoicing at the till).

Does a walk-in earn loyalty points?

No. Points are earned only on a bill with a named customer, and spent only by a customer who has enough points (Loyalty policy: how customers earn points, Spend points on a bill: the loyalty adjustment policy).