Add or Remove a Customer from a Mailing List
Steps for Adding a Customer to a Mailing List Click Customers > Customer List. Search for the Cus
Make an Account Payment
October 01, 2024Please Note: This functionality is only for stores that do not have Invoices active. If your Invoices are active, you will pay the invoice instead of paying toward a generic account balance.
Steps for Taking Payment on an Account Balance Owed
- Click the Register button in the upper left.
- Search for the Customer and click the name to add the Customer to the Register.
- You will see their Account Balance in the upper middle of the Register screen.
- Click any of the Customer Action icons in the upper right of the Register.
- You'll see the Customer Balance on the left of the Customer Actions panel, click the Make Payment button.
- The full balance owed will be loaded as a line item, and you can adjust the amount if they aren't paying the entire amount. The line item will show you what will be left owed on the account if you do this.
- Complete the transaction in the normal way.