How-to · Running the day

House accounts

Let a regular or a business customer put sales on an account, with a limit you set, and send them a statement to pay.

A house account lets a customer collect now and pay later. Each account belongs to one customer and has a credit limit you set; the Merchant Display refuses a sale that would go past it.

1. Open Business, tap Customers, and open the customer.
2. Under House account, tap Open a house account. Set the Credit limit and Days to pay, then tap Open the account.
3. Change the limit or the days any time and tap Save account. Put on hold stops new sales on it; Close account ends it once nothing is owed.
4. Print statement prints every sale and payment with the balance. Email invoice sends the same statement to the customer with a link that opens on their phone for thirty days.
5. When they pay, enter the amount under Payment received and tap Record payment.

A refund of a sale that was put on the account goes back to the account, never out of the drawer.

Only a manager or the owner can open or change an account. Anybody at checkout can put a sale on one.