Customer Accounts - different payment method

V5 Question
1

Hi,

Is it possible to pay off the balance (or a specified amount if possible) of a customer account to somewhere other than the default Cash or Credit Card option?
We have staff accounts, and at the end of each month their tab is deducted from salary. So we don’t physically pay Cash. So if I could pay off to a separate ‘Staff Sales’ accounts it would be great. I guess you could put an automation command on the accounts screen to pay the balance? But i’m not sure how exactly to do this.

Any help would be great.

Thanks!

2

Yes. The buttons you see on an individual Account Screen are actually Account Transaction Documents. They can be configured to transfer funds from/to anywhere you wish.

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1 Like
3

Thanks @QMcKay it works great!