Customer Accounts - Managing customer accounts in the App

To start using customer accounts, you first you have to give user (group) permission to start using the customer account functionality. You can find more information about this process in this relate…

Table of Contents

1. Access Customer Accounts 2. Manage Deposits and Withdrawals Add a deposit Withdraw an amount 3. View Account Details 4. Pay for an Order Using a Customer Account

To start using customer accounts, you first have to give user (group) permission, create a payment method, and configure customers with the right parameters. You can find more information about this process in this related Backoffice article.

1. Access Customer Accounts

Log in to the device and tap Customer Accounts.
View the overview of existing customer accounts.
To add a new account, tap the + icon in the top-right corner.
Search for a customer and tap Yes to add them. In this demo, we use Customer Account C.

2. Manage Deposits and Withdrawals

Add a deposit

Select a customer account.
Tap Deposit.
Enter the amount you want to add to the account.
Long-press CASH to confirm the payment method.

Withdraw an amount

Select the customer account and tap Withdraw.
Enter the amount you want to withdraw.
Long-press the desired payment method, such as CASH.
The account balance is reduced by the withdrawn amount.

3. View Account Details

Select a customer account and tap Account Details.
View the customer's details.
If an order was paid for using the customer account, you can also view the order details.
Tap the green circle next to an order to print it.

4. Pay for an Order Using a Customer Account

Open the order and select Customer Account as the payment method.
Link the order to a customer by selecting the customer and adding them to the order.
You're all set! You now know how to manage customer accounts in the DISH POS app.