---
title: Set Customer To A Transaction
description: "1. Click on 'Set Customer' at the bottom of the screen 2. Choose the customer you wish to set, or you can add a new one. ​ To add a new customer: ​ Click on 'Add' then fill in the customer information"
---

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# Set Customer To A Transaction

1\. Click on 'Set Customer' at the bottom of the screen

[![](https://support.cashierlive.com/cashier-live.intercom-attachments-1.com/i/o/143069422/02c654fb5ba6728a0422cdec/upload_5239965225217981324.png_%3b%20filename_%3dUTF-8%27%27upload_5239965225217981324.png)](https://support.cashierlive.com/cashier-live.intercom-attachments-1.com/i/o/143069422/02c654fb5ba6728a0422cdec/upload_5239965225217981324.png_%3b%20filename_%3dUTF-8%27%27upload_5239965225217981324.png?hsLang=en)

2\. Choose the customer you wish to set, or you can add a new one.  
​

To add a new customer:  
​

Click on 'Add' then fill in the customer information. Be sure to click 'Save' in the top right corner. Once you have saved, click on 'Set Customer'  
​

New Customer:

[![](https://support.cashierlive.com/cashier-live.intercom-attachments-1.com/i/o/143069443/2206cf2877215573055bc22b/upload_6969522673468247860.png_%3b%20filename_%3dUTF-8%27%27upload_6969522673468247860.png)](https://support.cashierlive.com/cashier-live.intercom-attachments-1.com/i/o/143069443/2206cf2877215573055bc22b/upload_6969522673468247860.png_%3b%20filename_%3dUTF-8%27%27upload_6969522673468247860.png?hsLang=en)

Existing Customer:

[![](https://support.cashierlive.com/cashier-live.intercom-attachments-1.com/i/o/143069455/ce8f3d9f9528b511b3d108fd/upload_18203349804843336294.png_%3b%20filename_%3dUTF-8%27%27upload_18203349804843336294.png)](https://support.cashierlive.com/cashier-live.intercom-attachments-1.com/i/o/143069455/ce8f3d9f9528b511b3d108fd/upload_18203349804843336294.png_%3b%20filename_%3dUTF-8%27%27upload_18203349804843336294.png?hsLang=en)

[![](https://support.cashierlive.com/cashier-live.intercom-attachments-1.com/i/o/143069461/27050ee5f0e9ad792ffeb599/upload_15678056087891554191.png_%3b%20filename_%3dUTF-8%27%27upload_15678056087891554191.png)](https://support.cashierlive.com/cashier-live.intercom-attachments-1.com/i/o/143069461/27050ee5f0e9ad792ffeb599/upload_15678056087891554191.png_%3b%20filename_%3dUTF-8%27%27upload_15678056087891554191.png?hsLang=en)

3\. See customer name and complete the sale as your normally would

[![](https://support.cashierlive.com/cashier-live.intercom-attachments-1.com/i/o/143069469/241ecb306112a8dbccb18dc0/upload_10061009609330328187.png_%3b%20filename_%3dUTF-8%27%27upload_10061009609330328187.png)](https://support.cashierlive.com/cashier-live.intercom-attachments-1.com/i/o/143069469/241ecb306112a8dbccb18dc0/upload_10061009609330328187.png_%3b%20filename_%3dUTF-8%27%27upload_10061009609330328187.png?hsLang=en)

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