If you have your own access (username and password) to Elite, 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 {LINK TO BE INSERTED}



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


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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 {LINK TO BE INSERTED}


5. Click on the Update Current Document

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



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