5 | SmartPOS Account Transactions

This article covers an overview of Account Transactions in SmartPOS. Processing Payments for Accounts is very similar to standard Payment procedures. The key difference is that when an Account is configured to earn Points, Points will accrue positively when a Payment has been Tendered and the Transaction is Finalized. Accounts can also be set up as Cash Only, meaning that Account Charges cannot be processed.

This article covers an overview of Account Transactions in SmartPOS.

Processing Payments for Accounts is very similar to standard Payment procedures. The key difference is that when an Account is configured to earn Points, Points will accrue positively when a Payment has been Tendered and the Transaction is Finalized.

Accounts can also be set up as Cash Only, meaning that Account Charges cannot be processed.

Prerequisites

An operator must be authorised to perform Account Charges, Credit Money to Accounts, and perform Account Charge Refunds
These are in addition to being permitted to perform general Account Till Functions
The flags permitting these can be found in BackOffice within Operator Maintenance on the Till Privileges Tab

Accounts & Discounts: "Account Charges" Flag
Accounts & Discounts: "Credit Money to Account" Flag
Accounts & Discounts: " Account Charge Refunds" Flag

Account Settings

There are certain Account settings that will affect how an Account can Tender a Transaction and how Points will be earned and redeemed
In addition, to Tender a Transaction using the Account Charge method, the Account must either have a positive Account Balance or allow Credit and have Available Credit
If the Cash Only flag is enabled for an Account, the Account Charge method will not be permitted
These settings can be found in BackOffice within Member Maintenance on the Main Setups Tab

Charging a Transaction to an Account

To Charge a Transaction to an Account, after an Account has been attached to a Transaction and the Products have been selected, tap on the Pay button to open the Payment Options window
The Account Charge button will be on the bottom to the left of the Exit button; tap on the Account Charge button
The Account Charge will be applied and will display in the Transaction Window

In this example, the Account originally had an Account Balance of 1,013.00 and a Points Balance of 116.75
The Transaction in this example will add 75.00 Points to the Account based on the Account's Points configuration
After this Transaction has been Finalised, the Account Balance will be reduced by the Amount of the Account Charge of 150.00 and the Points Balance will increase accordingly by 75.00
Points will accrue accordingly for an Account no matter which Payment method is used to Finalise the Transaction