To manage one-time, miscellaneous purchases without creating a new customer profile each time, we recommend setting up a "catch-all" contact profile. This profile can be used for someone attending a skincare class who already has a consultant but wants to support the host or even for the Guest Checkout option when you do not receive any of the recipient's information.
- Create a customer profile called something similar to Guest Checkout/House Acct, on the Customer list.
- Select Settings from the profile toolbar.
- From the Sales Settings section, set the Invoice Followup to 0 days, and Email Invoice to No. Select OK to close and Yes to save the profile changes.
Create a new invoice under this same profile whenever you need to invoice someone who will not be reordering from you.
Tip: If you have the person's name or other information, add it to the Memo and/or Notes sections of the invoice to help track who purchased the products when viewing the invoice from the Account & Invoice tab.
