The POS terminal supports three billing workflows beyond standard payment collection: charging a house account, paying existing invoices at the terminal, and posting charges to a booking reservation.
Switching the Active Customer
Before using house accounts, invoices, or booking charges, set the active customer on the terminal:
On the order screen, select the Default Customer field (shown at the top of the order panel).
Search for and select the customer.
The customer is now active for this ticket. Payment options tied to their account — house account, saved cards, and booking — become available.
Switching the default customer does not automatically apply a discount. Customer-level automatic discounts apply when eligible products are added to the ticket.
Charging a House Account
Charging a house account posts the sale as an invoice on the customer's account rather than collecting payment at the time of sale.
Build the ticket in the terminal.
Select the Pay button.
Select House Account from the payment method options.
Confirm the customer if not already set.
Select Pay.
The sale creates an invoice on the customer's account. It can be paid later from CRM, through the Customer Portal, or back at the POS terminal using the Invoices workflow.
Paying a Customer's Open Invoices at the Terminal
Use this when a customer wants to pay an existing invoice balance at the POS terminal — without creating a new sale.
From the terminal's main screen, select the Invoices button.
Search for the customer and select them from the results.
The customer's open invoices are displayed.
Select the invoice or invoices to pay.
Choose the payment method and collect payment.
The selected invoices are marked as paid and a receipt is generated.
You do not need to create a new ticket when using the Invoices button. Payment is applied directly to the existing invoice.
Posting a Charge to a Booking Reservation
Use this to post a POS sale to a customer's active booking reservation. The charge appears as a reservation invoice to be settled at checkout.
Build the ticket in the terminal.
Select the Pay button.
Select Booking from the payment method options.
Search for and select the customer.
Select Pay.
This is commonly used at marinas where boaters pick up supplies at the ship store and want charges posted to their slip reservation for a single end-of-stay payment.