Set up an Account / Tab
For your Regulars coming daily
Decide what their Order Limit & Credit Limits are
& get them to pay on the day or later!
In this Article:
ENABLE ' ACCOUNTS ' IN YOUR BACK OFFICE
In your Back Office => Features => click on ' Account ' :
2. Enable Accounts:
3. You now have a new Payment Types created: ' On Account ' :
4. In your POS, it has been added to your Payments Options:
SET UP AN ACCOUNT / TAB
Now that our Account Feature is enabled: it's time to set it up for your Regulars
⚠️
It is currently not possible to open an Account for a Customer in POS directly,
this feature is coming soon
In your Back Office => Customers:
2. Select a Customer interested in setting up an Account:
( Or create a new customer )
3. ' Enable Account Payment ' => & Choose a:
Max. Order Limit: This is the maximum amount that can be added to the Account / Tab per purchase.
For example: $20 max per purchase
⚠️ if no 'max order limit' are set, it will automatically set to 0$
Max. Credit Limit: This is the maximum amount the customer can spend on the Account / Tab until they need to pay & reset the account
For example: $100 max per tabs
4. SAVE:
In your POS, it means that your customers cannot use ' Account ' to pay for their orders if above the limits:
USE ' ACCOUNTS ' IN YOUR POS
Now that our Accounts Feature is Enabled & Set up for our Customers,
it's time to use it on your POS:
Learn how to use ' Accounts ' in your POS in this article:
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