--- title: "Add a customer to a sale in Jovvie Point of Sale" description: "Search for an existing customer, create a new one, or edit a customer, and attach them to the sale." url: https://docs.jovvie.com/point-of-sale/sell/add-a-customer/ section: "Jovvie Point of Sale > Take payments" last_updated: 2026-10-26 --- # Add a customer to a sale in Jovvie Point of Sale Section: Jovvie Point of Sale > Take payments > Search for an existing customer, create a new one, or edit a customer, and attach them to the sale. Attaching a customer to a sale lets you record who bought, email them a receipt, and use features that depend on the customer, such as shipping or special pricing. You can search for an existing customer or create a new one right at the register. ## Before you start - Sign in to the register. See [Open the Jovvie Point of Sale register and sign in](https://docs.jovvie.com/point-of-sale/sell/open-the-register/). - What you can do depends on the permissions your user account has. An administrator or shop manager decides whether staff can search customers, list them, or only add new ones. If a button on this page, such as **View Customers** or **Add New Customer**, is missing, ask them. - Your station (one register in Point of Sale) may require a customer before checkout, or may require more customer fields. See [Require a customer or customer fields](https://docs.jovvie.com/point-of-sale/set-up/customer-rules/). ## Add an existing customer 1. In the cart header, tap **Add Customer**. You can also tap the **Customers** tile on the home screen. 2. On the **Select customer** screen, type in **Search Customers**. Enter at least three characters of the name, phone, or email. If your user is not allowed to search partial matches, enter the complete name, phone number, or email instead. 3. Tap the customer in the results. The register shows **Customer added** and the customer’s name appears in the cart header. If you see **No customer found**, check the spelling or add the customer as new. If you see **Update customer info (require billing email address)**, the customer has no billing email. Tap the pencil icon beside the customer, add an email, and tap **Update & Apply**. If **Search Customers** does not appear, your user is not allowed to search customers. You can still use **Add New Customer**. ## Browse the customer list 1. On the **Select customer** screen, tap **View Customers**. (This only shows if your user is allowed to list customers.) 2. Scroll to find the customer. Tap one to select them. 3. Tap **Add**. If the list does not load at all, you see an error message instead of customers, such as **Error loading customers**. Tap **Back**, then tap **View Customers** again, or use search instead. If some customers loaded but the rest did not, you see **Failed to load more customers** at the bottom of the list. Tap **Retry**. To manage customers in the admin, tap **View Admin** if it is shown. ## Add a new customer 1. On the **Select customer** screen, tap **Add New Customer**. 2. Enter **First Name**, **Last Name**, and **Email**. These are required. 3. Under **Billing Details**, fill in the address fields, such as **Address 1**, **City**, **Postcode**, and **State/Country**. If the customer has a Tax/VAT ID, choose the type and enter the number. See [Add a Tax/VAT number](https://docs.jovvie.com/point-of-sale/sell/add-tax-vat-number/). 4. Under **Shipping Details**, leave **copy from Billing** selected to use the billing address, or clear it to ship to a different address. 5. If you cleared **copy from Billing**, enter the shipping address in the fields that appear. 6. Tap **Add & Apply** to save the customer and attach them to this sale. Tap **Add** to save the customer without attaching them. The register shows **Customer added**. If the customer cannot be saved, a red message explains why. Fix the field it points to and try again. Your station may require more fields, such as the full address. See [Require a customer or customer fields](https://docs.jovvie.com/point-of-sale/set-up/customer-rules/). Fill in a complete address if you plan to ship the order. See [Add shipping to an order](https://docs.jovvie.com/point-of-sale/sell/add-shipping/). ## Edit a customer 1. On the **Select customer** screen, find the customer. 2. Tap the pencil icon beside them. 3. Change the details. 4. Tap **Update** to save, or **Update & Apply** to save and attach them to the sale. The register shows **Customer updated**. ## Remove the customer from the sale 1. In the cart header, tap the X next to the customer’s name. The register shows **Customer removed from order**. The sale continues as a guest sale. You can add or remove a customer while the order is editable. That includes a new sale and a saved order that has not been paid and still has the status **Pending payment**, **Failed**, or a custom status. For any other order, the customer is shown but cannot be changed. ## Next step Take payment: - [Take a Stripe card reader payment in Jovvie Point of Sale](https://docs.jovvie.com/point-of-sale/sell/card-payment-stripe/) - [Take an NMI terminal payment in Jovvie Point of Sale](https://docs.jovvie.com/point-of-sale/sell/card-payment-nmi/) - [Take a cash payment in Jovvie Point of Sale](https://docs.jovvie.com/point-of-sale/sell/cash/)