If you have your own access (username and password) to Point of Sale, you will be able to change/ add a customer's name, address, VAT number, cellphone number and E-mail Address on an Invoice, Proforma, quote, jobcard, sales order, consignment note, refund or POS receipt that has not been saved yet (a document you are still in the process of creating). 

NOTE: Would you like to change the details of an invoice/ proforma/ quote/ jobcard/ sales order/ consignment note / refund or credit note that has already been saved? Then, learn How do I change the customer's details on an invoice/ proforma/ quote/ jobcard/ sales order/ consignment note / refund or credit note that was previously saved?



NOTE: An example of when you would typically use this function is:
A walk-in "Cash Sales" customer buys rims from you, and the customer asks you to create the invoice with their company details and VAT number on it. You should not add the walk-in customer as a new customer in the customer catalog, but instead you will create the invoice on the "Cash Sales" account, and only change only the customer details on the invoice:




The invoice can be found on the "Cash Sales" account:


1. In Advantage Point of Sale, search for the specific customer who's document details you would like to change. 


NOTE: Learn How do I search for a customer in Point of Sale?

2. Click on the Other Forms F8 button.

3. Click on Change Delivery/ Invoice Details. 

4. From here you can change the Customer Name, Address on invoice, Customer's VAT number, Cellphone number and E-mail Address. 


NOTE: Even if you are creating an invoice for a walk-in "Cash Sales" customer, it is recommended to complete the following details as they will be stored in the database, and can be used for marketing later on:
- Customer Name
- Cellphone No
- E-mail Address


NOTE: If you would like to know how to use the customers' e-mail addresses and cellphone numbers for marketing, learn How to export a list with the customers' names, contact e-mails and cellphone numbers? OR How to send a mass/ bulk e-mail or SMS to all customers?


5. Click on the Update Current Document

6. You can now continue with creating the rest of your document.



NOTE: Learn How can I create a Point of Sale document (Invoice, Pro Forma, Quote, Job Card, Refund, Sales Order and Consignment Note)