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Create and Manage Credit Books and Accounts
Create and Manage Credit Books and Accounts
Updated over 5 months ago

This functionality is for customers who receive a lot of corporate orders and hold an account for each of their corporate customers. This will make tallying up all their purchases at the end of the month to bill them easier.

Requirements:

  • Must have back office admin access for creating a credit book account and depositing the amount.

  • Must have an active Account Subscription on the POS.

Instructions:

We can maintain the credit record in a feature called credit book. In this article, we will see:

  1. How to create a Credit Book and Credit Accounts?

  2. How your staff can take orders using a Credit Book as a payment option?

  3. How you can deposit the amount in the Credit Book?

Creating Credit Book And Account:

  • Login to the POS Back office with your email address and password

  • Select 'Property'

  • Go to 'Module'

  • Select 'Accounts'

  • Select 'Credit Book' (Please note, you can create multiple credit books like Staff, Friends etc)

  • Click on 'Add'

  • Enter the required details

  • Click 'Save'

  • Go to 'Accounts'

  • Select 'Credit Accounts'

  • Click On 'Add'

  • Enter the Account Name

  • Select the Credit Book

  • Give the required details and click 'save'.

Pay the Amount Using Credit Book on the Flipdish Point of Sale:

  • After placing an order go to 'Pay'

  • Enter the amount you want to pay

  • Click On 'Others'

  • Click 'Credit Book'

  • Select the Credit Book and Account

  • Click On Confirm Payment

Deposit Or Debit Amount In Credit Book in the Flipdish Back Office:

After receiving the amount you need to do the following steps.

  • Login to the POS Back office with your email address and password

  • Select the 'Property'

  • Go to 'Modules'

  • Select 'Account'

  • Select credit account status

  • Select credit book

  • Select debit and enter the amount and 'Save'

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