Please ensure you have set up Direct Deposit as a payment method for your store.
If Direct Deposit is not configured yet please refer to the article on Setting up Payment Methods.
Create a Customer on Account Group
For details on how to set up Customer Groups please refer to the article.
On the Create New Customer page please choose a group name you will easily remember later on for your own convenience, e.g. Account Customers.
Please remember to press Save Group to finalise the setup.
Add a Customer to Account Group
- Open the Menu
- Select Customer Management
- Select Customers
- Select the + icon
- Fill in the customer details accordingly
- Select your newly created Account Customer Group from the Customer Group drop down menu, e.g.:
Making an Account Payment via Direct Deposit
1. Before you Finalise a Sale add the Account Customer you are processing for this sale.
To add the customer to the sale, type their name in the register search box and click on it.
2. Select the payment method On Account after you click Finalise Sale.
Note; When making a customer payment all payment methods setup are shown as an option of payment, but payments only enabled via registers/outlets are shown in the register finalise payment options.
Note; For details on how to make the account payment please refer to the article on How to pay off Customer Accounts.
Note; For details on Email Receipt Configuration please refer to the article.
If you would like to pay off the oldest outstanding invoices first select Autofill Payment, otherwise you can select specific invoices to pay off by entering an amount in the invoice payment field. Once payment has been entered, select Finalise Payment.
Note; For details on how to View Customer Balances please refer to the article.