---
title: "About POS Make Sale Customer Search"
slug: "about-pos-make-sale-customer-search"
updated: 2026-08-10T20:17:55Z
published: 2026-08-10T20:17:55Z
canonical: "help.idibilling.com/about-pos-make-sale-customer-search"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# About POS Make Sale Customer Search

There are two distinct sections – one to search for an existing customer, and the other to create a new customer.

**Only one section can be used at a time** depending on your intent.

**(Show picture)**

![CustomerSearch](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/74545.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A53Z&se=2026-11-14T12%3A04%3A53Z&sr=c&sp=r&sig=PqUV9E0LaLKqdFVHq37uY%2Fs54OqFtCaQ5NqvaHv4R7w%3D)

**Customer Search**

Use this section to search for an existing customer, with a service number, account number and customer name.

- If the customer is located, you can continue with a make sale.
- This search enforces robust (exact match) criteria to ensure existing accounts are found. This search DOES NOT support creating a new customer.

**Create New Customer**

This section requires complete customer information (full name and valid address).

It enforces rules such as address validation and no wild cards.

Using this search method:

- If no match is found (the expected result), you can proceed in the Make Sale wizard to create a new account
- If one or more matches are found, you should work with the customer to select the correct match and go forward with the existing account.
- If choosing to create a new account, the New Customer window is populated with the information entered for the search.
- If none of the accounts found match the customer, users with manager override permission can override the search results and create a new account.

See [Customer Search](/v1/docs/customer-search) for more information.