How to add Cash Customers

Cash customers in SkipTrak are customers that pay for your services and do not have an account with you.

Step 1

• Click the customers button from SkipTrak’s main menu.

Step 2

• From the customers summary, where you will see your existing customers. Click the “New” button. This will start a new record.

Step 3

• Complete the Customer Details. From the Account Type option Select Cash.

• You will see that the account number has been populated with the word Cash.

• Complete the Customer. Enter the customer details starting with the Account name.

• Enter the postcode of the new customer and click on the lookup button.

• You will now be able to choose the correct address for your customer and then click the “Select” button.

• You can see that the address has now been populated for you.

• You can now add the customers phone numbers and email address.

• Payment Method is the section where you can select the preferred payment for the customer. Cash customers will mainly pay by either cash or card.

• Once you have populated all of the customer details, you have the option to send the customer details through to your financing system. Then Click on the “Save” button.

• You can now see that your new customer has been successfully added and is highlighted in blue.