Using Customer Accounts

From MerchantOS Manual

[edit] Making an Account For a Customer

1. Access the customer details page for the customer whom you would like to setup an account for.
2. Open the Account tab on the left of the view.
3. You may assign the customer to an account by searching for the account by name in the Add To Existing Account section or you may create a new account by entering the account name and credit limit for the account in the Create New Account For Customer section. Each customer may be associated to more than one account and each account may be associated to more than one customer.
   Image:Customer attach account.gif

   Create an account for the customer or attach them to an already existing account
4. Once the user is associated with an account you may access that account from the register whenever the user is attached to the transaction as described in the next section.

[edit] Paying For a Transaction With a Customer Account

Before you can use an account with a customer on the register, be sure an account is associated with the customer. If the customer does not have an account you can select the pencil icon beside their name on the register and follow the instructions above.

1. Add Items to the transaction as you normally would.
2. Attach a customer to the sale.
3. If the customer is already associated with an account, you will be able to select the account you wish to affect by the transaction from a drop down in the accounts section below the customer's name. The user may already have an account selected depending on past transactions. In this case just verify it is the correct account.
4. Once the account is selected, information regarding the balance will be displayed along with buttons to either charge more to the account or pay down/deposit money to the account. To pay for the current transaction press the Charge button in the account section.
   Image:Pay with customer account.gif

   To pay for the transaction using the customer account press Charge
5. You will be prompted to enter how much to use from the customer's account to pay for the transaction. By default the amount due will be entered. Set the amount correctly, if it isn't already, and press Charge.
   Image:Account charge prompt.gif

   Enter the amount to charge to the account and press Charge.
6. A payment from the customer's account will be added to the sale. If the balance of the sale is $0 you may finish the sale by pressing Finish. If the sale is not balanced add another payment to bring the balance to $0 so that you may finish the sale.
7. Provide the customer with a receipt and their items. The receipt will show the customer their current account balance.

[edit] Adding Funds to a Customer Account

1. Attach a customer to a new sale.
2. Select the account you wish to make a payment on from the drop down in the accounts section below the customer's name. The user may already have an account selected depending on past transactions. In this case just verify it is the correct account.
3. Depending on the account balance being positive or negative press the Deposit or Pay button.
4. In the prompt, enter the amount you will be adding to the account then press Add.
5. A line for the amount to be deposited will be added to the register. Make a payment on the transaction to cover the cost of the deposit and press finish.
6. Provide the customer with their receipt. The receipt will show the customer their current account balance.

[edit] Refunding a Sale To a Customer Account

See the refunding to customer accounts portion of the refund section.