Charging to a customer account
Use customer accounts in situations where you allow a customer to pay after delivery or service. This might be regular customers you trust, your staff or some business accounts.
Charge a sale to a customer account
- Press pay on the sale
- Select Charge account as payment method
- Select a customer or add a customer by tapping the Customer field
- Select whether you want to charge the costs to a new invoice or use an existing invoice.
- Use the Payment request field to choose whether to email them with a payment reminder immediately or not
- Tap Charge account to finish transferring the sale to their account
- The sale will be closed in the Sales List (⁝≡) and will be visible in the Customer accounts tab
Review customer accounts
- In Sales select the Customer accounts tab
- Search, sort or scroll to find the open sales for customer accounts
- You can tap a sale to view the individual products that were ordered
Send a payment reminder
- In Sales select the Customer accounts tab
- Find the customer account you want to send the reminder to
- Tap the … and then tap Send payment reminder
- An email will be sent to the customer’s email address with a link to pay the sale as well as a PDF with all the information about the sales applied to their account
Pay for a customer account
- If the customer is at your business, they can also pay their account using cash, card or other payment methods you accept
- In Sales select the Customer accounts tab
- Find and open the customer account
- Tap Pay and proceed as you would to pay a regular sale
Hints and tips
Keep in mind that customer accounts are not business-to-business invoices and they may not have all legally required information on the receipt or invoice. Best check with your accountant about your local requirements.
Customer accounts don’t have a cut off. That means you can keep adding to them even after the end of a month or after you’ve sent a payment reminder.