When performing a cash sale for walk-in Clients, you may link the transaction to a Client Card if they are an existing client to your business.

This will ensure a record of the item sold to the Client. You may also add in a brand new client by creating a client card straight from the transaction entry screen.

**To add a Client to a Transaction:**

**Step 1:** Click the **Transactions** tab and select **Cash** **Sale**.

![](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCTUZ2amdZPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--66dabf4b858c5a7e06d930c722392723f680a818/1e5cfe2b09c04103.png)

**Step 2:** The Cash Sale Transaction will appear. Click the **Add Client** button

![](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCTVJ2amdZPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--4d8d8997a485cf57c0f278c8cedaedd74c42e502/cdba6452236b578c.png)

**Step 3:** The **Client** screen will appear

![](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCTWR2amdZPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--3687d4d4cff26bbe2f2f5e4e7f2e99bbe90cdac0/bcdcd588d1f99d2c.png)

You may begin typing the client's name in the **Field**. If the client is an existing client, their name will appear on the list.   
If they are a brand new client, click the + button and enter the details of the client.

**Step 4:** Click the **Save** button