Store Accounts let customers make purchases on an account managed by the store. It may be helpful to think of it like a credit line for the customer. This provides a flexible way for a customer to pay for products at a later time.
Enable Store Accounts in Settings
Before customers can use store accounts, you must enable the feature in your system settings. Follow the steps below:
On the right side of the screen, click the 'Hello Vibe' button
Click on Settings.
In the top search bar, type Customer Store Account.
In the Store Accounts section, enable the “Customer Store Accounts” option.
Click Save at the bottom of the page.
Use a Store Account at Checkout
Once store accounts are enabled, you can apply purchases directly to a customer’s account during checkout. Follow the steps below:
Navigate to New Sale from the left menu.
Click on Store Account Payment.
You will see the customer’s current store account balance displayed under their name in the customer information section.
Paying the Balance on a Store Account
When a customer is ready to pay off all or part of their balance, you can record the payment directly against their account. Follow the steps below:
Navigate to Sales from the left menu.
Click on Store Account Payment.
In the item queue, enter the payment amount being made.
Add the customer making the payment
Choose the payment method.
Complete the sale.
Note: The payment will be applied to the customer’s store account balance.