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?



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. uses cookies. By continuing to browse the site you are agreeing to our cookies policy. Learn more Ok