To make a payment to a customer’s in-store charge account balance:

  1. Click the Start Sale button to begin a new transaction, as normal.

  2. Select the Pay on Account button from the menu on the right-hand side of the Transaction screen. 




      3. The Customer Search window will open.  Conduct a search for the customer’s account record, then click the OK button. 


[NOTE:  See Add Customer to Sale for details on searching for accounts.] 



      4. The Pay on Account window will open.  This displays any accounts the customer has along with the balance for each account.  Click the Payment field to enter the payment amount, then click the OK button. 




      5. The Tender window will open – 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.]


  1.  From the Pay on Account window, click the Add Account button.  

  2. You will be prompted to confirm adding the new charge account – click Yes.  

  3. The new charge account will now appear in the list of accounts for the customer – transactions can be Charged to It, as normal.