Create a Credit Tab

Modified on Thu, 24 Aug 2023 at 09:18 AM

Create a Credit Tab


Scenario : A customer is hosting an event/function at your establishment and wants to open a Tab. The customer will then be invoiced separately for the event/function.


There are two ways to set up a tab for an event/function; A Set Value Tab or A Credit Tab.


A Credit Tab is an accumulation of items sold, which will then be invoiced separately. These tabs are set to a $0 value.



How to create a Credit Tab


1 : To create a Credit Tab click on the OFFERS button on the top bar.



2 :  Click the NEW button on the right hand side.



3 : Offer Type, select the offer type from the drop-down. Select Tab/Gift Voucher > Click SELECT THIS TYPE button.



4 : Input offer details - Name | Connect To | Auto-Renew | Auto-Assign. 


Name : A unique name for your offer

Connect To : POS System Site - if you have multiple venues you can create different offers for each site.

Auto-Renew : This is if you would like this offer to renew once it has been redeemed

Auto-Assign : Assign this offer to new customers


Once all the information is complete, click on NEXT : Create Rule


PLEASE NOTE : Tab Offers generally do not Auto-Renew or Auto-Assign as they are for a set customer and a set value.


5 : Next add in the TYPE of offer and select the TAB LIMIT.


TYPE : from the drop-down box, select TAB

TAB LIMIT : select UNLIMITED.


NOTE : As this card accumulates payments, you can generate invoices for the customer.


Once value has been added select SAVE.



ASSIGNING CARDS TO CUSTOMERS


1 : Click on the PEOPLE button on the top bar.



2 : Search for customers in the search bar.


NOTE : Your customer list will be displayed in alphabetical order. This will display the Customer Name | Email | Membership # | Last Modified | Add Card



3 : Select the ADD CARD button.



4 : Select the type of card from the drop down box > Select CREATE CARD.



5 : The new card will then be added to the customer's list of cards.


From here you can view the transaction history, check the status, edit the code and select to create invoices.


Find out how to REDEEM TAB in POS.

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