---
id: "find-a-customer"
lang: "en"
title: "Find a customer"
summary: "Look a customer up by name, phone or email at the till while selling, or in the Customers list. At the till you can add a new one on the spot."
area: "Customers & loyalty"
kind: "task"
url: "https://zeropos.shop/help/find-a-customer"
alternate: "https://zeropos.shop/help/find-a-customer?lang=es"
markdown: "https://zeropos.shop/help/md/en/find-a-customer.md"
screens: ["/backoffice/customers","/pos/sale"]
where_to_find: ["BACKOFFICE › Customers","New Sale"]
related: ["customer-file","make-a-sale","customer-credit","edit-an-invoice"]
updated: "2026-10-12"
---

# Find a customer

Look a customer up by name, phone or email at the till while selling, or in the Customers list. At the till you can add a new one on the spot.

Where to find it: BACKOFFICE › Customers; New Sale.

## Steps

### At the till

1. On [New Sale](https://app.zeropos.shop/pos/sale), type a name, phone or email in the **Customer** box.
2. Tap the right person in the results to link them to the sale.
   - **Unlink** lets them go again.
3. Nobody found? Fill in **Full name**, **Phone number** and **Email** under the box to add them.
   - If the email is already on file, tap **Use this record** instead of creating a second customer.
4. Finish the sale as usual: the new customer's file is created with it.

### In the Customers list

5. Open [BACKOFFICE › Customers](https://app.zeropos.shop/backoffice/customers).
6. Type in **Search name, email, or phone...**; it matches the same three fields.
7. Narrow the list with the date buttons, **All regions**, **Added at location**, **Added by** or **My customers**.
8. Tap a name to open the customer's file ([The customer file](https://zeropos.shop/help/customer-file)).

## What happens next

- A linked customer's sale goes on their file: it shows under **Invoices** and earns points when the shop uses them.
- When the customer has store credit, it appears under **Payment methods** as soon as they are linked ([Store credit](https://zeropos.shop/help/customer-credit)).
- A walk-in sale stays without a customer. To add one afterwards, edit the invoice ([Edit an invoice](https://zeropos.shop/help/edit-an-invoice)).

## Good to know

- A name is found without its accents or capitals, at the till and in the list: “ibanez” finds Ibáñez. A phone number or an email matches as it was saved: a number stored with spaces will not match when typed without them.
- **Missing email** shows the files without an email, so you can complete them before their next sale.
- Roles allowed to see money also see **Net spend**: each customer's sales less their refunds, the **Net** on their file. The **Customers' spend** tile counts sales only, so with refunds the rows add up to less.

## Related guides

- [The customer file](https://zeropos.shop/help/md/en/customer-file.md)
- [Make a sale](https://zeropos.shop/help/md/en/make-a-sale.md)
- [Store credit](https://zeropos.shop/help/md/en/customer-credit.md)
- [Edit an invoice](https://zeropos.shop/help/md/en/edit-an-invoice.md)