Personal Account is money account in the system which possible to use for making payments.
Settings
Go to your inventory and open it for edit. Make personal account enabled and save
2. Go to POS settings and make “Checkout with using Personal Accounts” enabled
if you want to deposit your account, enable “Positive Personal Account”
After that you can top up account for consumer
Payment with Personal Account
Add item to cart and go to checkout screen. There is “Personal Account” payment type
2. Select “Personal account”and than a Consumer
3. Personal Account balance is shown (in case consumer already have used Personal account). Press “Continue”
4. Transaction is performed, receipt printed
Check sales history
Go to Sales history and open details for Personal account sale
Reports
Personal Accounts section consists:
Shift debt - sum of debt payments
Paid back - sum of paid back operations
Shift total - sum of Shift Debt and Paid back operations
Total - total debt of all consumers (consumer 1 debt + consumer 2 debt + ….+ consumer N debt)
Example:
Shift Debt = -8,40 - Sale with using Personal account in opened batch
Paid back = 0.00 (row with zero amount is hidden) - no paid back operation yet
Shift total = -8.40 + 0.00 = -8.40
Total = -8.40 - Only this consumer in the Inventory has a debt
Pay debt
Go to Cart screen and press on “Consumer” button
2. Select consumer you used for Personal account payment
3. Personal Account Balance is shown for this consumer
4. Press on “Personal Account” row and than press “Pay” button
5. Partial or full repayment of the debt is possible. E.g pay in full
6. Select Payment type (e.g Cash)
You can also pay with check or voucher if these payment tools were enabled
7. The debt is paid
8. Balance for this consumer = $0.00
Report after debt payment
Go to XZ Tapes and open X Tape
Shift Debt = -8,40 - Sale with using Personal account in opened batch
Paid back = 8.40 - Paid back operation was performed
Shift total = -8.40 + 8.40 = 0.00 (row with zero amount is hidden)
Total = 0.00 - (row with zero amount is hidden) - No consumers in inventory with debts
If the debt was paid using the cash, the data should get into the Drawer totals section
Notification
A notification will be sent to the consumer by e-mail and SMS (if the consumer's data contains an e-mail address and a cell phone)
Example of email notificatin
Example of SMS notification
Refund Personal Account sale
if “Positive Personal Account” setting is enabled, you can make refund for credit transaction to your personal account
After this operation you can find returned amount in consumer’s balance
Personal Account Records
When you open Personal Account details for consumer, you can check all his history (Personal account sales, refunds, balance replenishments and debt repayments)
Also you can find specific record by pressing on search field. You can filter by:
amount
operator
order id
reference id
date
Access
if Manage Personal Account for your operator
off - not possible to make personal account sales, refunds, replenishment
on - possible to work with PA
