Prerequisites
- Operator Privilege for Account Till Functions
- Operator Privilege for Account Charges
- Operator Privilege to Credit Money to Account
- The Accounts must not have "Cash" Only flagged ON
- The Accounts must not have 'CALink for Balance' flagged ON - all payments when balances are pushed through from a CRM/PEP/Loyalty System must be made through that platform
Scenario 1 - The Firemen have used some of their Account Credit limit and need to pay it off.
1. From the POS - Simply hand over your Account Card or ID and the Payment and the Staff will process payment to the account thus clearing or reducing the Balance owed.
2. From Backoffice - (e.g. the payment was made by Direct Bank Deposit)
- From the Maintenance Menu, select Account
- Find and Edit (double-click) the required Account from the Account Group Tree
As you can see they have spent $750 of their $10,000 Credit Limit and their Account Balance is -$750
- To make the Payment, click the 'Account Payment' button
- Type in the Amount of Payment and tap 'OK'
- Highlight the appropriate Payment Method. E.g Direct Bank Deposit and click Select
If everything is OK to proceed, click 'Yes
Smart Controller must be running to process the payment fully.
Scenario 2 - Your Venue does not allow Credit Limits but will allow the Members to put money onto their own Accounts to use later.
1. From the POS - Simply hand over your Account Card and the Payment and the Staff will process the payment to the account thus Adding your funds to the Account's Balance. You will be presented with the below pop-up (tap 'YES'):
2. From Backoffice - refer to the same BackOffice method as outlined in Scenario 1