Customer account

The Customer account feature allows customers to use their account to make purchases. They can deposit money for future purchases or select their account as a payment method to purchase items on credit and settle the debt later through a point-of-sale transaction or via an issued invoice.

Configuratie

To allow customers to pay using their customer account, create a payment method and configure it as follows:

1. Enable Identify Customer to force the selection of a customer to allow using this payment method.

2. Keep the Journal field blank to use the customer’s receivable account.

3. Select the points of sale where this payment method is available in the Point of Sale field.

Notitie

Set a maximum sales credit to prevent customers from exceeding a defined credit limit. Once the maximum credit amount is reached, the selected customer button turns orange and a (warning sign) icon appears next to the customer’s name as a warning. However, this warning does not prevent a sale from proceeding.

Zie ook

• Betalingen

• Grootboekschema

Payment process

Deposit money

To deposit money to the customer account from the POS interface:

1. Click Customer and locate the desired customer in the list.

2. Click the (hamburger menu) icon, then select Deposit money.

3. Choose the payment method.

4. When redirected to the payment screen, enter the amount to deposit using the keypad.

5. Validate the transaction.

6. Click Yes on the popup window to confirm.

Customer account as payment method

To use the customer account as a payment method for a purchase from the POS payment screen:

1. Select the payment method created for the customer account.

2. Click Customer to open the customer list and select the customer.

3. Click the Invoice button.

4. Validate the purchase.

Belangrijk

To effectively monitor and manage the customer’s unpaid debt, either create an invoice for the order or install the Accounting application.

Debt tracking

When a customer pays using their customer account, the purchase amount is recorded as debt until it is paid off. To keep track of a customer’s debt, consult their customer statement in the backend or their profile in an open session.

To access the Customer Statement report, go to Point of Sale ‣ Orders ‣ Customers, select a customer to open their form, and click the Customer Statements smart button.

To view the total amount due or deposited by a customer from an open session, access the customer list by clicking Customer and search for the desired customer; the amount due or deposited is displayed next to their name.

Zie ook

Follow-up on invoices

Notitie

When a customer is related to a company, the customer statement report might be related to the company itself, and not the customer.

Due amount settlement

To settle a customer’s due amount, register the payment from the invoice or, from the POS interface, follow these steps:

1. Click Customer and search for the desired customer in the list.

2. Click the (hamburger menu) icon next to the customer’s name.

3. Select Settle orders or Settle invoices.

4. Select the orders or invoices to settle.

5. Click Payment and select the relevant payment method.

6. Click Validate.

7. Click Yes on the popup window to confirm the deposit of the payment received from the customer.