How to Add a New Business Account
From Admin Settings
To add a business account, follow these steps:
Navigate to Settings → Admin → Payment & Finances → Business Accounts.
Click on the Add Business Account button.
A pop-up window will appear where you can enter relevant details such as:
Default payment method
Price list
Discount
Invoice style
Discount priority
Loyalty program (include or exclude)
Color
If you select a color, enable Highlight in POS. This helps to quickly identify different customer groups when managing orders in the POS.
Hide Prices on Receipt (toggle on to hide prices on the receipt)
Parent Account (Whether this Business Account will have Children Assigned)
Once you’ve completed all necessary fields, click Submit to save the account.
📌 Note: Make sure all fields are filled in when setting up a business account.
From the New Order Page
To add a business account from the New Order Page, follow these steps. Please note that there are fewer fields available when adding a customer in this way:
In the CRM or New Customer PopUp Click the Business Account Field
Select Add Business Account +
A pop-up window will appear where you can enter relevant details such as:
Business Name
Email
Telephone Number
Address
Once you’ve completed all necessary fields, click Submit to save the account.
How to Edit an Existing Business Account
To edit a business account, go to Settings → Admin → Payment & Finances → Business Accounts, then click the pencil icon next to the account to make and save the necessary changes.
Parent & Child Business Accounts Explained
Parent and Child Business Accounts give you ultimate flexibility when it comes to billing, this is an example to explain how it works.
If a hotel group (parent) has multiple branches (children), you can assign orders to either… and have all charges roll up to the parent account for one tidy invoice.
To utilize this feature, simply activate the Parent Account toggle in an existing or new business accounts. Once it's enabled, you can select from a list of existing business accounts to assign them as child accounts.
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