To make a payment to a customer’s in-store charge Account balance:
- Navigate to the POS module and Add the Customer to the sale, as normal.
- Click the Special menu button and select Pay on Account.
3. The Pay On Account window will open. This displays any accounts the customer has along with the balance for each account. Enter the payment amount in the Payment field, then click OK.
[NOTE: Payments cannot exceed the value of the outstanding balance.]
3. The Tender screen will open, allowing you to Tender the Transaction, as normal.
Create New Charge Account
To create a new charge account:
[NOTE: Not all users have the permissions to create new charge accounts. Depending on your configuration, an Authorization prompt may appear – a user with permission to create charge accounts (e.g. Manager, Supervisor, etc.) must enter their login credentials to proceed.]
- After selecting the In-Store Account Charge button as the method of payment on the Tender screen, select the Add Account button from the Account Charge screen.
2. You will be prompted to confirm creating the new charge account – click OK.
[NOTE: Depending on your configuration, you may also be prompted to select an account type.]
3. The new charge account will now appear in the list of accounts for the customer – transactions can be Charged to It, as normal.
