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Touchmini v1 (End Of Life)
Account Charging
Swiftpos - Features
This provides a quick summary and overview of the Account Charging feature.
Subjects ▲ ▼
What Is It? ▲ ▼
The Account Charge feature in Swiftpos allows Customers/Members to charge all or part of a sale to their Account instead of paying immediately. This feature is often used by Venues offering Member tabs, corporate billing, or credit-based sales. Account balances are tracked in the Back Office, with charges and payments automatically updated when sales are processed.
What Is Required? ▲ ▼
- Navigate to Account Records in Back Office.
- Create or open an existing Account.
- Configure details such as credit limit, Account active dates, and optional prompts (e.g., PO number, vehicle registration, or odometer reading).
- Ensure the Charge / Redemption (#151) POS Key is added to the POS keyboard layout.
- (Optional) Restrict access via Clerk Security Settings.
How To Charge To An Account? ▲ ▼
- Log in to the POS terminal.
- Begin a sale as usual.
- Add the Customer/Member that has an Account configured in Back Office to the sale.
- Ring up the items being purchased.
- To charge the entire sale amount to an Account, do as follows:
- Select the Charge / Redemption (#151) POS Key.
- The entire sale total will be charged to the Customer's/Member's Account.
- To charge a portion of the sale amount to an Account, do as follows:
- Enter the specific amount to charge to the Account.
- Select the Charge / Redemption (#151) POS Key.
Notes ...
If Account prompts (PO number, odometer, rego) are enabled, the POS will display these prompts before processing the charge.
- To charge a portion of the sale amount to an Account continued ...
- Finalise the remaining balance using another payment method. For example, Cash, Card, etc.
- The sale will be completed, and the charged portion will be charged to the Customer's/Member's Account.
Summary ▲ ▼
The Account Charge function in Swiftpos provides a seamless way for Venues to offer credit-based purchases. Whether charging a full sale or a partial amount, it ensures that transactions are properly linked to Customer Accounts, with accurate record-keeping, reporting, and flexible payment options (both online and offline).
End of article ▲