Making payments to customer accounts

Along with using their credit limit to pay for transactions and refunding transactions in the form of store credit, customers can use their credit accounts to do the following:

Adding a deposit to a customer account

  1. From the Main Menu, click Sales New Sale.
  2. In the Search Customers field, enter your customer's name and click Search.
  3. To attach your customer to the sale, click Search

    NOTE: If your customer search has multiple results, click the + Attach To Sale button to the left of their name.

  4. On the right-hand side of the register, click the green Payment button.
  5. Under your customer's name, click the Add Deposit button.
  6. In the new window, enter a Deposit Amount and click Add.

    NOTE: This user interface applies to accounts using Vantiv (US), Vantiv (Canada), iZettle, Tyro or Barclaycard (in beta) as their payment processor and will apply to all accounts in the near future. In the meantime, enter a Deposit Amount > select a Deposit Payment Type > click Ok > click Finish Sale.

  7. From the green Payment section, select a payment type.
  8. Once the payment is accepted, click Finish Sale.

adddeposit.gif

Refunding a deposit from a customer account

  1. From the Main Menu, click Sales New Sale.
  2. In the Search Customers field, enter your customer's name and click Search.
  3. To attach your customer to the sale, click Search

    NOTE: If your customer search has multiple results, click the + Attach To Sale button to the left of their name.

  4. On the right-hand side of the register, click the green Payment button.
  5. Under your customer's name, click the Refund Deposit button.
  6. Enter a Deposit Refund Amount > select a Payment Withdraw Type Ok.
  7. Once the payment is accepted, click Finish Sale.

refunddeposit.gif

Making a payment towards a customer account's balance

  1. From the Main Menu, click Sales New Sale.
  2. In the Search Customers field, enter your customer's name and click Search.
  3. To attach your customer to the sale, click Search

    NOTE: If your customer search has multiple results, click the + Attach To Sale button to the left of their name.

  4. On the right-hand side of the register, click the green Payment button.
  5. Under your customer's name, click Make Payment > enter a Deposit AmountAdd.

    NOTE: This user interface applies to accounts using Vantiv (US), Vantiv (Canada), iZettle, Tyro or Barclaycard (in beta) as their payment processor and will apply to all accounts in the near future. In the meantime, enter a Deposit Amount > select a Deposit Payment Type > click Ok > click Finish Sale.

  6. From the green Payment section, select a payment type.
  7. Once the payment is accepted, click Finish Sale.

 makepayment.gif

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