Customer credit / deposit account (House account)

A few questions on this quite popular feature request:

1. Would you like to reward customer with loyalty points at the time of "On account" purchase? Or when customer actually makes deposit? Or it does not matter?

2. Should any employee be able to create house accounts for a customers with 0$ credit limit (meaning each customer by default able only to make deposits, i.e. upfront payment). And the option to change credit limit should require special access rights?

3. Do you need an option to refund deposits? If so, how important is this feature for you?

Answers

If at all possible when the new credit function/system is being created the ability to allow loyalty points to be added directly to a customers account without generating sales would be useful. ie Gift points for inhouse games, points as a reinbursment instead of cash.

Sometimes our customer order a birthday cake for next week while they've put 50% down payment/advance credit today. Please add this feature.

I am a summer camp director and we are evaluating if Loyverse can help us run our Camp Store.  Currently, we have 200+ campers per week and we do not allow them to use cash at our camp store due to losing/sharing of monies etc.  We require their parent to purchase a store card of their choice amount and then track deductions from that amount based on what their child purchases.  We currently track all accounts by hand.  Essentially we would want customer accounts to have an account balance of say X amount of money to start and then deduct purchases from that balance not letting it go negative.  Specific answers to the questoin are below.

1. Does not matter, it is likely we wouldn't award loyalty points at all.

2. Yes, we would likely only use the deposit account option.

3. Yes, at the end of the summer we would need an option to refund deposit accounts with leftover money.

i need the sme option as well

Topic: Insert Advance Credit/Payment for customers (ex. Consumable amount) to have a balanced cash/transactions for the shift (see last photo for shift report)

Solution: Create a Discount (For Cash) with Variable Amount and Payment Type (For Credit Card and/or Cheque) for Advance Credit

IF Advance Credit is paid thru Cash:

Step 1: On POS, Shift > Cash Management > Input amount of deposit > Comment Customer Name or Table No. > PAY IN

Step 2:Enter customer orders under one ticket

Step 3.a: Enter advance credit amount on discount created earlier on customer’s ticket. 

Step 3.b:If multiple tables/tickets: Place the discount on one of the tickets, merge the ticket before charging the transaction

Step 4: Press CHARGE to end the transaction and determine the remaining balance for the transaction (if there is).

IF Advance Credit is paid thru Credit Card/Cheque:

Step 1.a: Enter customer orders under one ticket

Step 1.b: If multiple tables/tickets: merge the ticket before charging the transaction

Step 2: Press CHARGE to end the transaction

Step 3: Press SPLIT (Upper right corner) to split payment.

Step 4: Enter advance credit amount under Payment Type created earlier for advance credit

Step 5: Select which payment type to be used to settle amount difference.

*See photos for example

At this time the option of credit is not aviable.

Maybe in a future could be made any option to allow to make a credit invoice with total payment or partial payments.

This is common in my Country (Costa Rica).

Thanks for your atention.

 

we only need the credit system whereby we can save all receipts to be paid at a later date.

we havd a 25 table restaurant in a close knit community where many of our customers pay at once a month. not money up front required.

 

thank you 

clara

2

To answer your question:

Question 1: When a customer makes a deposit. If users are using the Loyalty feature then when a customer makes a deposit they should build points the same way they would if they paid all up front.

Question 2: Yes any employee should be able to create in house accounts for those customers. Options to change the credit limit requires special access rights.

Question 3: Yes this feature is very important. If necessary this option needs to be available. In some cases a refund of the deposit may need to happen.

This feature will be very useful to many businesses including mine.

Hi there, I own/manage a very large night club, I have 16 tills running every night. We do not accept credit cards, cash only. We have customers that have "House accounts" with no credit limit. we start "tabs" for anyone that asks for one but require cash up front and put that value in the comments section when creating a tab. personally I dont think customers should get loyalty until the tab or account is paid. Depending on what your loyalty percentage is you could really get burned. Ours is set up so when you sign up you get $1.00 just for signing up. and you get $1.00 for every $10.00 spent after that. 

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