This guide shows you how to switch on the Direct Customer Consolidation extension and set it up so anonymous walk-in sales are summarized into consolidated invoices. For what the extension does and why you'd use it, see Direct Customer Consolidation extension: what it does.
Install and enable
- Go to Settings → Marketplace Extensions.
- Find the Direct Customer Consolidation card (search for "consolidation" if it's quicker), and click it to review the details and required permissions.
- Click Install to add it to your system.
- Click Enable to switch it on. There are no inline settings to fill in at this step, so it enables immediately — but consolidation stays inactive until you configure it in Sales Settings (next section).
Settings
This extension has nothing to configure on the Marketplace card itself. Instead, you set up consolidation on its own dedicated page: Settings → Sales, then open the Consolidation tab. There you choose:
- Direct Customer — the account that walk-in, cash, and counter sales are assigned to. This is validated, so pick a real customer record.
- Grouping — whether consolidated invoices are split by store, register, employee, or payment method.
- When to run — for example at register closing, or on demand.
- Auto-issue — whether consolidated invoices are issued and marked paid automatically.
Consolidation only becomes active once both the extension is enabled and these settings are filled in.
Permissions
Managing consolidation requires the Manage sales consolidation permission. Make sure the staff member setting this up has it, otherwise the Consolidation tab options won't be available to them.
Using it day to day
Once enabled and configured, it works quietly in the background:
- Sales completed at the counter without selecting a customer are assigned to your Direct Customer and queued — no invoice is created yet.
- At register closing, the queued sales are grouped by your chosen rules and combined into consolidated invoices. You can also trigger this any time with Consolidate now in the Consolidation tab.
- Recent consolidated invoices appear in the batches list on the Consolidation tab, each linking back to the original transactions.
- Any sale where the cashier picked a customer is invoiced individually, exactly as before.
To pause consolidation, open the card and click Disable — your settings are kept and it can be re-enabled. To remove it completely, click Uninstall and confirm; this purges the extension's stored values.
Tip: run Consolidate now once after your first setup, during a quiet moment, to confirm the grouping and Direct Customer are exactly how you want them before relying on it at closing time.
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