The following windows are used to manage regular customer accounts:
All of these windows are opened from the Client accounts panel.
The editor window is opened by the one or more regular customer accounts.
command and allows you to modifyIf one element is selected in the specification table, the editor window will open.
Window fields:
Regular customer is the regular client with a client account.
The display field contains the name of the regular client entered in the Properties panel field of the editor window.
The name of the regular customer is displayed on POS terminal when preauthorising or authorising a payment and when running operations on regular customer accounts.
Account type is the typeof regular customer account.
The field is read-only. Please select a type in the window. You can only do it in the entry window.
Minimum balance is the minimum amount that must be kept on a regular customer account.
You can set up a minimum balance for a client. If such limit is specified, you will not be able to run payment operations that would result in account balance going below the minimum when paying for orders.
Click
to save data. Selecting will close the window without saving data.The multiple regular customer accounts editor window opens when two or more accounts are selected in the specification table. The name of the window changes to . A panel with a list of selected elements is added to the window. Regular customers for whom the selected accounts were opened are specified in the brackets.
The fields and their completion rules are similar to the window.
You can open the entry window using the command and add a new element to the specification of regular customer accounts.
All fields in the regular customer account entry window are required.
The fields and their completion rules are similar to the window.
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