Guests & loyalty
Customer accounts: tabs & store credit
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 Dashboard › Guests › 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.
Voids and refunds put the money back on the account automatically — no manual adjustments, no arguments about who owes what.
Still need help with this?
Contact support