Sometimes a customer doesn't pay at the till - they're running a tab. Maybe it's a regular who settles weekly, a wholesale account that gets invoiced at the end of the month, or a hotel guest charging dinner to their room. The Payment to Account feature lets you ring up an order as normal, charge it to a customer's account, and collect payment later.
Crucially, no payment is taken at the till when you charge an order to an account. The order is parked, unpaid, and recorded against the account — tax doesn't record until the account is settled.
This article covers the first flow: charging an order to an account.
Charging an order to an account
Once you've rung up the items as normal:
1. Tap the Menu button at the top of the order screen.
2. Tap Charge to Account.
You'll land on the Charge to Account screen, showing all your existing accounts (and their current balance due). You can either:
- Tap an existing account to charge this order to it, or
- Create a new account using the purple button at the bottom of the list.
If you tap an existing account, the order is immediately parked against it and the till resets to a fresh order. The kitchen ticket prints as normal. You're done - the customer can walk away with their food.
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Creating a new account
Tap New Account at the bottom of the screen and you'll see the new account form.
Account name
Give the account a name that you'll recognise on the till - for example "Room 12", "Acme Ltd", or just the customer's name. This is what appears in your accounts list, so make it memorable.
Close when paid off
Below the name field there's a Close when paid off toggle. This decides what type of account you're creating:
- Off (default) - Perpetual account. The account stays open after it's paid, ready for new charges. Best for regulars, wholesale customers, hotel guests, or anyone who'll keep coming back.
- On - Close on payment. The account closes automatically as soon as it's fully settled. Best for one-off tabs that you don't want lingering on your accounts list afterwards.
Most accounts are perpetual — leave the toggle off unless you specifically want a single-use tab.
Customer (optional)
You can link a customer record to the account. This isn't required — you can have an account with just a name (e.g. "Room 12") and no customer attached — but linking one is useful for keeping a record of who's actually running the tab.
Tap the Customer (optional) field to open the customer picker.
From here you can:
- Search by name, email, or phone - start typing and the list filters.
- Tap an existing customer to select them.
- Tap "+ New customer…" at the top to create a brand-new customer record. Fill in their details and tap Save - you'll be returned to the new account screen with the new customer linked automatically.
- Remove customer (in the top right) clears the current selection if you change your mind.
Once you've picked a customer (or skipped it), tap Create & add to account at the bottom. The new account is saved, the order is charged to it, and the till resets to a fresh order — ready for the next customer.
What happens next
A few things to know about the order you've just charged to an account:
- No tender is recorded - the order is unpaid and won't appear in your sales reports until it's settled.
- The kitchen/prep ticket prints as usual, so the food/drinks go out.
- The account's balance due goes up by the order total - you can see it on the Accounts screen at any time (Menu → Accounts).
- When the customer eventually settles, you can either pay the whole account in one go or pay individual orders from the Accounts screen. (See the next article: Settling an account.)