Customer accounts: tabs & store credit
Let trusted guests pay on account — house tabs, credit limits and store credit.
1 min read
Some guests don’t pay per visit — the office next door settles monthly, a regular keeps a tab, a refund becomes credit for next time. Customer accounts give every guest a balance you can trust, backed by a ledger of every movement.
How it works
- Store credit — money on the account (a deposit, a goodwill credit, a refund). Spending it is one tap at the till.
- House tab — set a credit limit on the profile and the guest can go below zero up to that limit. The limit itself is the permission; staff can’t overshoot it.
- The Balance tender — assign the customer to a check and “Balance” appears beside cash and card, showing exactly what’s available.
- A real ledger — every charge, top-up, void and refund is a signed entry you can audit; balances are never edited by hand.
Run a tab, end to end
- 1Open the guest under CRM › Customers and set a credit limit.
- 2On the POS, assign them to the check (search by name or phone, or quick-create).
- 3Settle with the Balance tender — the account is debited inside the same protected transaction as the payment.
- 4Watch tab aging on the Customers list (0–30, 31–60, 60+ days) so nothing quietly grows old.
TipVoids and refunds put the money back on the account automatically — no manual adjustments, no arguments about who owes what.
More in Customers & loyalty
All of Customers & loyalty- Adding a customer and finding them againSave a guest once — from the dashboard or straight from a check — and pull them up in two taps next time.
- Running a house tab (credit limit)Let a trusted guest pay later, up to a limit you set — and see who owes what, and for how long.
- Store credit: deposits, refunds and goodwillPut money ON a guest’s account — a deposit, a refund kept as credit, or a sorry-about-that — and spend it at the till.
- Loyalty points: how they’re earned and spentOne point per unit spent, ten points to the unit when redeemed — and how to adjust or redeem by hand.
- Merging two profiles for the same personWhen a regular has been saved twice, fold the duplicate into the original without losing a single visit.
- A customer’s profile page, explainedWhat each part of the profile tells you, what the buttons at the top do, and why some restaurants see a Delivery card.
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