How to make a Customer Account Billable (Public)

How to make a Customer Account Billable (Public)

After purchasing the Customer Accounts module, you may want to set some of your customers to billable. The customers marked billable will be able to reach a negative balance.

Follow these easy steps:
  1. Enable the Customer Accounts module.
  2. Contact Ordyx Support to add the necessary permissions to the manager role.
  3. Support will need to know how many days the billable customers have to pay their remaining balances. (Typically set to 30 days, collecting payment from customers is your responsibility) 
  4. Go to the FOH terminal and do the following:
    1. Login
    2. Create a customer account or pull up an existing one
    3. Confirm you are able to see the billable checkbox

    • Related Articles

    • Customer Accounts

      Customer Accounts This is a database that keeps track of customers’ information which includes: name, address, phone number, DOB, and order history. The information can be entered from the POS terminal by selecting Setup, and then Customer. You can ...
    • Network Troubleshooting (Public)

      Network troubleshooting steps: You as an Ordyx customer are responsible for your network, however Ordyx support will help you troubleshoot.  Follow the steps below to troubleshoot a network: 1. Unplug the Ethernet cable, and plug it back in. 2. Make ...
    • Ordyx Customer Account

      Ordyx Customer Account Restaurants using Ordyx Customer Accounts for gift cards need to purchase the gift cards from a 3rd party vendor. We refer our customers to plasticprinters.com for all magnetic strip cards. The card is activated by selecting ...
    • Batch Not Found (Public)

      Question or Problem: You attempt to take a credit card payment and receive the error "Batch Not Found" Equipment or Software affected: Terminal malfunction/ Network reliability Solution: Go to Admin. Click on Open Store. If the user receives the ...
    • Open Order - negative amount due (Public)

      If you're having trouble closing an order because there is a negative balance, follow these steps: Add an item to the order. Price adjust the item to the amount showing due. Tax exempt the item that was just added. Make sure the amount due section is ...