Use 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:
SET UP ' ACCOUNTS ' IN BACK OFFICE
In order to use the Accounts feature, it first needs to be Enabled on your Back Office & Set Up to your Customer / Customers
Learn how to Set Up ' Accounts ' in this article:
USE ' ACCOUNTS ' IN YOUR POS
To make sure your changes from the Back Office reflect in your POS,
go to the Navigation Menu ' . . . ' => Settings => Sync Data:
Add a Customer's Order to their Account / Tab:
1. In your Cart => Add your Customer before or while taking the order:
2. Search your Customer:
3. You can see the name of your Customer appearing on top of the screen:
4. PAY NOW:
⚠️ If you haven't selected your Customer yet, you can still do so in your payment screen:
⚠️ To use the account as a payment: your order cannot be higher than the Order Limit you have set in your Back Office:
( Your customer can use another method of payment, split the payment & pay $20 or less with Accounts or you can change the limits in the Back Office )
5. You can choose ' On Account ' as a form of payment:
6. A Pop-Up will appear asking you to confirm:
⚠️ Accounts Orders can only be seen from the Customer's settings, once paid, you can access them, reprint, refund for Order History
Verify Customer's Balance & take the payment:
Now that our Customer has come a few times, they want to check the account balance and pay
In your POS => Go to Navigation ' . . . ' => Customers:
2. Search for a Customer:
There are 2 ways to take the payment:
1. Click on the ' Dollar Icon ' directly:
OR:
2. Click on the Customer to see all their previous unpaid Orders => Pay Balance:
A Pop-Up will ask: how much you would you like to pay?
The default amount is the totality of the bill => Choose the amount => Set Amount:
2. You will be redirected to the payment screen and can the take the full payment or split as usual:
( to learn more about Split Payment, see this article: SPLIT BY AMOUNT vs BY PRODUCT )
Refund a Paid Order:
To Refund a Paid Order is always the same process, whether using Accounts or not
To learn more about Refunding Order, see this article:
ENABLE A NEW CUSTOMER'S ACCOUNT FROM POS
Once your ' Accounts ' feature is Enabled in your Back Office, you can start using it in your POS right away, with existing or new Customers
To open a new account:
Take the order
Select your existing customer in your cart or payment page, or create a new customer ( Learn how to add new customers in this article: ADD CUSTOMERS (POS) )
Click ' On Account ' :
4. Enable Account Payment:
5. By Default your Limits are set as:
$100 per Order
$1000 Total Credit
Those Limits can then be changed in the Back Office
( see article: CHANGE ORDER LIMITS )
6. Click ' On Accounts ' to add the order to that customers account:
see above to learn how to pay the balance of an Account
' ON ACCOUNTS ' in your SALES REPORTS
Learn how your Customers using ' On Accounts ' is seen on your Sales Report
In your Back Office => Reports => Shift Summaries :
2. Select the Shift you want to display:
3. On the Bottom of the summary are displayed the transactions using ' On Accounts ' &
the Payments made :
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