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  • One time customer

    For transactions as one time customer, should we use Miscellaneous as name?

  • #2
    One Time Customer

    We set up a customer called "walk-in". For us that lets us know that it is a customer that does not have an account and we do not want to set one up. We also put the customer's name in the "purchase order" field. That way, if we need to find the customer or the invoice again we can print a report (Transaction List By Customer) and sort it by PO # (customer name). We "memorized" this report, and titled it "Walk In Customer". It was worked great for us. LG

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