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Steps for Using On Account as a Payment Method

1. Click the Register Button in the upper left.

2. Search for the Customer and click the name to add the Customer to the Register. (You must have a customer loaded to use the On Account payment method in the Register.)

3. You will see Balance Owed and/or Store Credit in the upper middle of the Register screen, if any.

4. Add the items for the transaction into the Register in the normal way.
5. When the Customer is ready to check out, click the Other Payment Methods button in the lower right.

6. In the panel that pops up, click Account.

7. Using the Account method of payment will create an Invoice in the system the customer can pay at a later date. Once you click Account, the Add On-Account Payment panel will open, loading the full amount of the transaction in the Amount to Invoice field. If you wish to give the Invoice a PO Number, you can do so, and you can also set the Term in Days the customer will have to pay the balance. Please note that if the customer has a Store Credit balance, as pictured below, you can check the box to apply however much is available.

8. Once you have set the options the way you want, click Save.
9. Complete the transaction in the normal way.