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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

  1. Go to Admin → Customers.
  2. Browse, search, or create a customer.
  3. Open a customer to see their order history.
The customer list and a customer's order history.
The customer list and a customer's order history.

Credit accounts

Credit accounts let corporate or staff customers charge orders to a tab.

  1. Enable credit accounts for the restaurant (in Admin → Operations).
  2. Go to Admin → Credit accounts.
  3. Open an account to see its balance, outstanding orders, and payment history.
  4. Record a cash settlement against the account.
  5. Print a full statement or a settlement receipt.
The credit accounts list.
The credit accounts list.
An account detail page with balance, outstanding orders, and the settle action.
An account detail page with balance, outstanding orders, and the settle action.

Permission

Credit accounts and settlements are permission-controlled.

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