Using Customer Charge Account as a Payment Method

Using Customer Charge Account as a Payment Method

A customer's account can be used as a payment method for purchasing sales in your store.

1. Ensure the Charge Account has been set up. To do this, please click here.

2. To charge a customer's account, they must be added to the sale. Once they are added, a payment method called "Account" can be used to pay for their sale. On the sale screen, after adding items to the sale, select the customer who wishes to use their charge account balance as a payment method. Click the "Pay" button. The Loyalty balance and the Charge Account balance will be displayed with their corresponding balances.

3. If there is credit on their account, they can use it for payment. However, if they have no credit and wish to pay using their account, the total amount must be less than the balance limit.

4. If they have a debit balance and still want to use their charge account, they can make a partial payment. The first payment can be made with the account balance (remaining from the limit), and the remaining amount can be paid using other payment methods.

5. After the transaction, the charge account amount will be deducted from the customer's charge account balance.

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