Paying for a transaction with a customer account

Before a customer can pay for a transaction from their account, they must have an account set up. If the customer does not yet have an account, see Creating a customer credit account.

  1. In an active sale, attach a customer to the sale, add items to the transaction and click Payment.
  2. In the Account field, enter the amount that you want to charge to the customer's account, or click Max to apply all available funds in the account or just enough to cover the sale.
  3. If the amount entered in the Account field covers the sale, resulting in a balance of 0, complete the sale by clicking Finish Sale. If the sale is not balanced, add the remaining funds to another payment method such as cash or check to bring the balance to 0, and then click Finish Sale.
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