Account Management

 Account Management

 Account management is used to set up accounts. Accounts are used for people who are regularly running bills at your venue. It is always possible to choose accounts as a payment method type when finalising a check.

Note – There is no function currently within ImPOS to accept payment to finalise accounts, the amount owing on an account can be printed from ImPOS reports to invoice a customer.

 Adding and Editing Accounts

• Select the ‘Add Account’ tab.
• Enter the required information in the fields provided.
• Select ‘Save’ to save the new account.

To edit an account select the account you wish to edit from the list provided, edit the fields as required, select ‘Update’ to save your changes.

To delete an account select the account you wish to edit from the list provided, select ‘Delete’