Offering store accounts is a wonderful way to give your customers more flexibility. This guide will walk you through enabling the feature, adjusting its settings, and viewing a customer's balance. Follow the steps below:
Click your Profile Name in the top-right corner of the dashboard and select Settings from the dropdown menu.
Select Store Accounts from the left-hand menu, and check the box for Require Manual Entry For Store Account Amount.
Scroll to the bottom of the page and click the Save button.
A green "Configuration saved successfully" notification will appear in the top-right corner to confirm your changes.
How to Process a Sale Using a Store Account in VIBE
Whether you're helping a loyal customer or managing a running tab, VIBE makes it easy to charge a sale to a customer's store account — even when their balance is in the negative. Here's how to do it, step by step.
Click the New Sale button on the left-hand navigation menu.
In the sale panel on the right, use the Type customer name... search bar to find and select your customer.
Once the customer is added, click the Edit (pencil) icon next to their name.
A pop-up window will appear. Scroll down to the Store account balance section to view or update their current balance.
Use the item search bar at the top to enter an item name.
Once all items are in the cart and the totals look correct, click the Pay button at the bottom of the right panel to open the payment screen.
In the payment popup, click the payment method dropdown (which may show options like Cash, Credit Card, Gift Card, etc.) and select Store Account from the list.
A prompt will appear asking you to enter the store account amount to apply.
Once the correct amount is entered, click Apply to apply the store account credit toward the sale.
