Acc. Bal./Credit Limit in POS 2.0 | Voters

Acc. Bal./Credit Limit in POS 2.0

planned

Lyndon Hollands

Please bring back the Acc. Bal./Credit Limit section in POS 2.0. This is essential for taking orders where we have some customers with a credit account and others without one.

March 6, 2024

Suzy Weightman

marked this post as

planned

Suzy Weightman

Hi Lyndon, 
Could you give me some more information or perhaps a screenshot of which part of the POS you're referring to? 
The customer information on the transaction summary in Cloud POS 2.0 shows the balance of the customer's account (I've added a screenshot)
Thanks, 
Suzy

Lyndon Hollands

Hi
This is how it appears on "old" POS.
Thanks
Lyndon

Suzy Weightman

Lyndon Hollands Thanks Lyndon, I think we should be able to add the Credit Limit to the information shown re. Money Owed/Available Funds on the transaction summary display. 
I'll add this to our release planned for the summer. 
FYI - You can also click the "Money Owed" button to view the customer account information, and you won't be able to complete a transaction which would go beyond the credit limit. 
Thanks, 
Suzy