Feature

Customer Accounts and Tabs
Customer and supplier balances, statements, collections and payments on one screen

Put a check on a customer's tab, settle it with Collect Payment; customer and supplier balances, statements and supplier invoices in one place in RoxPos.

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Customer Accounts and Tabs

Key Highlights

Account cards as Customer, Supplier or Both — phone, address, tax details, IBAN, notes and balance on one screen.

Sales on account — choose Store Credit at payment (an account is required); part of a check can also go on account.

Collect Payment and Make Payment — full or partial; the Statement shows the opening balance, every movement and a running balance.

Cash Flow & Collections report — income/expense movements, a till summary by payment type and customers' credit status together.

What Is It For?

Collecting a regular's tab in one go at month-end

Running catering for a business client on account

Paying off a supplier invoice bought on account on the due date

Seeing the cash in the till at day-end together with income and expense movements

Related Solutions

Frequently Asked Questions

How do I sell on account and collect later?

Choose Store Credit and the customer at payment; the amount goes to the customer's balance and doesn't count as cash in the till. When they pay, settle it with Collect Payment in Customer Accounts. Reports show credit on a separate card.

Can I track what I owe suppliers?

Yes. Enter a purchase invoice as On account and the total becomes a supplier balance; when you pay, use Make Payment in Customer Accounts. The Purchase Documents list shows paid and remaining amounts per document.

Which licence includes customer accounts?

Customer Accounts come with the basic RoxPos package, together with Tables & Sales, Reservations, Reports, Stock, Staff and the Kitchen Display.

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