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On Account

On Account

This feature allows you to place some or all of the invoice balance onto a customer’s account, as opposed to them paying the charges immediately, with the bill being debited from the sale account and credited to the on customer account. This works similar to a bar tab, and is done in this way in order to keep the accounts balanced.

For a guide on viewing outstanding account balances, see here.

On Account (POS)

Tap the customer icon to assign a customer to this purchase.

On Account (POS)On Account (POS)

Select a customer from the list or tap ‘New Customer’ to create a new one.

On Account (POS)Tint On Account (POS)

After doing so, their name will appear. To Clear, Change, or view Customer Info, tap again.

On Account (POS)On Account (POS)

After selecting items for purchase, tap ‘Pay’.

On Account (POS)On Account (POS)

You will be presented with several options of how to proceed with payment. Tap ‘On Account’.

On Account (POS)On Account (POS)

A pop-up window will appear allowing you to credit a percentage or amount of the item cost to their account.

On Account (POS)Tint On Account

Cash Unit Buttons

The buttons at the top are for convenience, enabling you to quickly select an amount credited to the customer account. This allows the customer to split the total amount between multiple payment methods (e.g. 50% on customer account and 50% with cash).

Add, edit and delete buttons via
Home Page > Settings > POS > General > Cash Units

On Account (POS)Tint On AccountOn Account (POS)


The numeric keypad allows you to enter an exact amount.

On Account (POS)Tint On AccountOn Account (POS)


After completing a transaction the checkout page will appear, enabling you to select if, and how, the customer would like a receipt.

No Receipt: This will close the checkout page without printing or sending a receipt.

Print: Tapping this button will print the order receipt to your device’s default printer. For printer setup, see here.

eReceipt: This feature is only available if you are signed in on the Mail app on your device. For a guide on setting up a mail account on your device, see here.

If a customer should decide they want a receipt after initially declining, it can be viewed, printed and emailed via the Orders module.

Pay Card (POS)Pay Card (POS)

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