To send an invoice to a house account showing transactions: 1) From the Home screen click the yellow customer tab on the right hand side of the screen: 2) Click on House Accounts: 3) Find the House Account you are looking to send the invoice for ...
Creating a House Account 1. Log into the POS with your access code 2. Select the 'Customer' tab from the right-hand side of the Home Panel 3. Select the 'House Accounts' button 4. Select the 'New Acct' button 5. You will need to minimally fill in ...
How To Settle Third-Party Orders To House Accounts 1. Look for your 3rd party order in all orders and click green "Settle" button: 2. On Settle screen, locate and click on "+ OTHER OPTIONS" 3. On this next screen, you will select "HOUSE ACCOUNT" 4. ...
This Knowledge article will explain process of re-installing your POS Software. Step 1: POS Credentials Ensure you have the following information handy: Cloud Username (POS Username) Cloud Password (POS Password) Production Server Step 2: Backup ...
Looking to familiarize yourself with all the great features of your new POS? Look no further - click the link below to be redirected to our POS User Guide! → Take me to the User Guide Still have questions? We're happy to help! You can email ...