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Paying for a sale with a credit account

Before a customer can pay for a sale with their credit account, they must first create one. Their credit account also either needs a credit limit or a deposit that is equal to or greater than the sale total.

 

Once their credit account is set up, start a new sale and make sure to attach your customer to it. You can attach your customer to a sale by either entering their searchable details or using search filters.

 

To attach your customer using their searchable details:

  1. From the main menu, click Sales New Sale.
  2. In the Search Customers field, type your customer's searchable details.
  3. Click Search. Your customer will attach to the sale if your searchable details have a unique match.
  4. If the searchable details don't have a unique match, click the Attach To Sale button next to your customer.

 

To attach your customer using search filters:

  1. From the main menu, click Sales New Sale.
  2. To the right of the Search Customers field, click Search.
  3. Use the available filters to narrow your search results.
  4. Click the Attach To Sale button next to your customer.

 

Now that you've attached your customer to the sale, you're ready pay for the sale with their credit account:

  1. On the right-hand side of the register, click the Payment button.
  2. In the PAYMENT screen, enter the amount your customer would like to charge to their credit account in the Account field. If they'd like the maximum available amount on their credit account to be used towards the sale, simply click MAX.
  3. If there is still a balance due for the sale, enter the amount(s) of the other payment(s) in the appropriate payment type field(s).
  4. Click Finish Sale.
  5. Optionally, print the receipt, print the gift receipt or email the receipt.

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