Precision Software Innovations | Customers & House Accounts

Customers & House Accounts
POS: House Account Invoicing: Email/SMS
POS: Issuing Customer Credits
POS: Settling Third-Party Orders to House Account
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. ...
POS: Creating a House Account
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 ...
POS: House Account Overview

Precision Software Innovations | Customers & House Accounts | Knowledge Base