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If you don’t identify the customer, the sale goes out to final consumer. When the customer asks for an invoice in their name —or the law requires one above a certain amount— you have to enter their document before finishing. A mistyped document ends up on the invoice, and fixing it later costs a credit note.
The minimum you need to know
  • With no details, the sale goes out to Final consumer.
  • The POS checks the document length by country and type, and in Brazil it also checks the check digits.
  • If the store has a Final-consumer limit, above that amount the POS requires the customer’s details.

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Prerequisites

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1. Open Identify customer

On the order, tap Identify customer. On the charge screen, the same button is called Billing details. The window starts on Final consumer.
Identify customer window with the document type set to final consumer

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2. Choose the type and enter the number

In Document type, choose the one the customer shows you. In Colombia: National ID (CC), Foreigner ID (CE), NIT, Passport or Final consumer. Type the Document number with the window’s keypad or with the physical keyboard.
Document number partly typed with the window's keypad
If the number doesn’t have the right length, the POS warns you when you save and doesn’t save it.
Incomplete document number warning when trying to save

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3. Fill in the details

With a document, in Colombia the Phone and Address are also required, in addition to the Name and Email. The buttons on the right fill in the email domain, such as @gmail.com.
Identify customer window with the ID, phone, name, address and email
Tap Save. The order shows the customer’s name and document.
Order with the customer identified by name and document number
If the order already shows the customer’s name, you’re done: the invoice goes out in their name when you finish the sale.

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Document length by country

In Chile, Argentina and Venezuela the POS accepts up to 20 characters.

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Final-consumer limit

If the store has the Final-consumer limit turned on, sales above that amount can’t be closed as final consumer: the charge screen shows Invoice required and you have to enter the customer’s details to finish. The limit is set in the backoffice: see Store configuration. In Ecuador it comes turned on at USD 50.

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Change or remove the customer

Tap the customer’s name on the order to edit their details. Remove current customer sets the sale back to final consumer.

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Mistakes that cost money

Typing the document without reading it back. The POS checks the length, not that the document belongs to the customer: one wrong digit ends up on the invoice. Read the number back to the customer before you save.
Entering the details after finishing. Once the sale is finished, the invoice has already gone out to final consumer. Identify the customer before you tap Finish sale.

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Frequently asked questions

The number has fewer digits than that document type requires. Check the type and the number.
With a document, the invoice needs those details. Ask the customer for them, or go back to Final consumer if they don’t want an invoice in their name.
The sale is above the store’s final-consumer limit. Enter the customer’s details so you can finish.