Changing the Customer Name on a Transaction

If the wrong customer is selected or the staff forgot to select the customer for a transaction, Super Administrators and Administrators with the permission, can edit the customer name on a completed transaction.

1. Click Admin
2. Click Transaction Viewer

3. Select the transaction

4. Select the Payment Type in the lower right hand corner and click Edit Payment Type.

5. Select the correct Payment Type from the drop down. 

6. Click Change Customer

7. Search the Customer’s name. 

8. Select the Customer.

9. Click Ok

10. Click Ok

Note: After making the change to the customer name you will need to run the statement or report using live data in order to see the update.