11. Customers & credit accounts
Know your regulars and run on-account billing — customer management and credit accounts.
Know your regulars and run on-account billing.
Customer management
- Go to Admin → Customers.
- Browse, search, or create a customer.
- Open a customer to see their order history.

Credit accounts
Credit accounts let corporate or staff customers charge orders to a tab.
- Enable credit accounts for the restaurant (in Admin → Operations).
- Go to Admin → Credit accounts.
- Open an account to see its balance, outstanding orders, and payment history.
- Record a cash settlement against the account.
- Print a full statement or a settlement receipt.


Permission
Credit accounts and settlements are permission-controlled.