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📄Account Maintenance "Main Setups" Tab

This article covers the "Main Setups" Tab within Account Maintenance and the relevant configurations.

Overview

The settings and fields that are covered in this article can be set when Creating a New Account or can be Edited for an Existing Account.

 

Prerequisites 

  • To access Account Maintenance features, the applicable Operator Privileges will need to be enabled 
    • All "Accounts & Memberships" Flags
    • Operator Maintenance 'Maintenance' Tab

 

Account Settings Tabs

  • Account Settings are divided into four (4) Tabs - Main Setups, Details & Address, Custom Info, and Membership
  • This lesson will focus on the "Main Setups" Tab

 

"Main Setups" Tab Details

 

Individual Account Settings

  • The highlighted section can be referred to as Individual account settings which allow setting unique details for individual accounts

 

Group Settings

 

 History

  • The fields in the History section are not editable; they merely display the History of the Account from the date it was Created until the Current date & time

 

Account Payment

  • This allows for adding a Payment to the Account which will be applied to the Account Balance

  • With this option, Payments can be made through BackOffice without the use of a SmartPOS Workstation