FiscoBridge Help Main Site

Customers

Desktop POS maintains a customer directory so you can attach a customer to a sale, print their details on receipts, and meet B2B invoicing requirements.

Customer directory with Business and Individual tabs

Customer Types

Desktop POS supports two customer types:

Type Tax ID Use when
Business Required Selling to a company or registered business — a TIN is mandatory for B2B fiscal invoices
Individual Optional Selling to a private person — a TIN can be recorded but is not required

The customer type is set when creating or editing a customer and determines how the customer appears on fiscal invoices.

Fields

Field Description
Name Customer's full name or trading name
Tax ID (TIN) Taxpayer Identification Number — required for Business customers
Business ID Company registration number (optional)
Address Street address
City Town or city
Email Contact email address
Phone Contact phone number
Notes Free-text notes visible only in the directory

Finding & Filtering

The customer directory supports several ways to narrow the list:

  1. Go to Catalog → Customers
  2. Use the tabs at the top to filter by type:
    • All — shows every customer
    • Business — shows only Business customers
    • Individual — shows only Individual customers
  3. Use the Search field to find a customer by name or Tax ID (TIN)

Tap any customer to view their full details or edit them.

Tip: Searching by TIN is the fastest way to find a business customer when you have their tax number to hand.

Quick Create at the Till

During a sale you can attach a customer without leaving the sales screen:

  1. In the cart, tap Customer → Search / Add
  2. Type a name or TIN to search the directory
  3. If no match is found, tap Quick Create
  4. Enter the customer's Name and TIN (the minimum needed to issue a B2B invoice)
  5. Tap Save — the customer is added to the directory and immediately attached to the current sale

The full customer record can be completed later from Catalog → Customers.

Note: Quick create requires at least a Name. For Business customers a TIN is also required — the sale cannot be fiscalized as a B2B invoice without it.

Next Steps