When you take a manual order for a customer who has an account with you, you can bill it straight to their account instead of taking payment on the spot. This is the quickest way to process phone and in-store orders for your regular account customers.
What you can do here
- Bill a manual order to an existing account customer instead of taking a card or cash payment
- Have the order appear automatically on their next account statement
- Keep account orders in the same queue as every other order, so nothing gets missed
Step by step
- Go to Manual Order in your dashboard.
- Search for the customer and select their account record.
- Add the products, delivery or pickup details, and any card message.
- At payment, choose Account Customer instead of card or cash.
- Save the order goes into your normal queue, and the charge is added to their account balance.
Tips
- Only customers set up as account customers will show the account payment option see Account Settings if you need to enable this for a customer first.
- Account orders still show up in your Account Report, so you always know what is outstanding.
Ask the assistant
The AI assistant can help you manage this directly. Try:
- "Take a manual order for [customer] and bill it to their account"
- "Show me the outstanding account balance for [customer]"