How to add a customer during a sale in Quikpair

A new face at the counter should not mean leaving the sale.

Steps

1. On the sale, tap Select customer.

   

   • 1 Select customer

2. Search by name, phone or email first — they may already be on file. Walk-in Customer at the top covers a cash sale you are not recording against anyone.
3. Nearby lists customers close to the shop, which is quicker than typing when you know they are local. It only appears if your role can view Lanes — it uses the same location data.
4. Nobody matches? Tap Add New Customer.

   

   • 1 Add New Customer

5. Fill in the name and phone. Switch on This is a business customer to bill a company, and the form asks for the business name and VAT number instead.
6. Save — the customer is created and put straight onto the sale.

Good to know

• The customer created here is a full record, not a note on the invoice: their ledger, statement and repair history all start from it.
• A sale needs a customer, so this is the fast path rather than an optional extra.