Add a customer at checkout

Most sales are anonymous walk-ins, but some need a customer attached on the spot — a partial payment going on a tab, a delivery, a regular asking for a printable note on the receipt. Creating the customer in Customers first, then coming back to the cart, would lose the cart and burn time. Fexl Lite lets you create the customer from inside the checkout flow and keep going.

Updated 5 May 2026·For v2.2.0·2 min read

pos · customer search popover with create-new option

Capture from the cart

1

Click the customer chip in the cart header

An empty cart shows + Add customer. Click it. The customer search popover opens.

2

Type the phone number first

Phone is the unique identifier and the most common search term — you’ll usually be reading it off the customer in front of you. As you type, Fexl Lite searches existing customers; if the number is already there, pick the match and you’re done.

3

If no match, click Create new

A small inline form drops down with phone pre-filled. Add a name (optional but recommended for the receipt), and skip everything else. Click Create.

4

Customer is attached, cart is intact

The new customer chip is in the cart header, the cart contents are untouched, and you’re back on the POS screen ready to checkout. The customer is saved to the directory permanently — you don’t need to do anything more to keep them.

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Phone-first is deliberate

Most retail customers don’t have email. Most have a phone. Phone is also what gets used for WhatsApp / Telegram receipts later. Skip name, skip email, skip address — just capture the phone, and edit the rest in Customers when you have a quiet minute.

What’s saved on creation

The on-the-fly form writes a customer record with:

• phone — required.
• name — optional. If blank, the customer shows on lists as Customer #<phone>.
• email, address, notes, printable_note — all blank, fillable later.
• balance = 0, creditBalance = 0 — clean ledger to start.

Editing later

Open Customers → click the new entry → Edit. Add the missing fields. Anything you set there flows back to past invoices’ display (the invoice itself stores a snapshot, but the customer-detail view always shows the current name on the customer record).

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Phone numbers are unique within a tenant

Two customers can’t share the same phone number under the same store. If you try to create a duplicate, the inline form refuses with a “Phone already in use” error and offers to attach the existing customer instead. This is what stops accidental double-creates when two cashiers have the same regular at their tills at once.

When you can’t skip the customer

Some flows refuse to complete without one:

• Partial payments — the unpaid balance has to land on someone’s tab.
• Pay Later / COD — same reason.
• Delivery invoices — the courier needs an address.
• Reseller settlements — the reseller is the customer.

In all of these cases, the cart blocks checkout with a toast pointing you back at the customer chip. Create-on-the-fly is the fastest unblock.

Related

POS

Ring a sale

Where the customer chip lives in the cart header.

LEDGER

Customer debt & credit

What attaching a customer unlocks — running balances, statements, partial payments.

PARTIAL

Partial / Pay Later

Why a partial payment requires a customer.