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Set Up: Accounts

Set up an Account for your Regulars & Private Functions from your Back Office

Updated over a week ago

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

  1. 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

  1. 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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