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 Contact Profile called Guest Checkout/House Acct (or something similar in the First Name field if you would like it to be located at the top of your contact list).
- From the contact profile toolbar, select the settings button
to open the Sales Settings slide out. - Select the Invoice Followup field to uncheck Use Preferences and change to 0 Days.
- From the Email Invoice field, select No from the drop-down menu.
- Select Save to close Sales Settings, then close the profile.
- When needed, create an invoice under the profile created.
Tip: When invoicing under this profile, 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 & Invoices tab.
