Create a Member Credit Tab

Modified on Thu, 24 Aug 2023 at 09:29 AM

Create a Member Credit Tab

A customer is a member of your organisation and wants to charge their visits to their account and receive an invoice separately.

There are two ways to set up a tab for a member account; A Set Value Member Tab or A Member Credit Tab.

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

How to create a Member Credit Tab

1 : To create a Member 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/all customers

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

PLEASE NOTE : Tab Offers generally do not Auto-Assign as they are for a set customer unless all your customers are members/residents and will all have a member account.

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

TYPE : from the drop-down box, select TAB


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

Once value has been added select SAVE.


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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