Customer Accounts

Customer accounts are generally an often used feature in many businesses. A lot of customers can actually be other businesses buying repeatedly and other returning customers. Accounts allow you to offer customers the ability to take goods on the day without paying, and send them an invoice at the end of the month for the total goods purchased.

Customer accounts also work well with pending sales. Pending sales allows customers to order products where you can put together the order and it can then flagged as an item to be delivered or picked up at their convenience when it is fulfilled.

A good customer database enables you to easily see sales trends and anticipate sales based on purchase history. When you have your customer's contact details you can then add targeted marketing to your sales arsenal. Customers can be sent promotions such as coupons or gift vouchers which will have them coming back into your store for years to come.

Customer Accounts
Customer Accounts
Customer Accounts
  • Customers can be used for Accounts, Loyalty, Laybys, Bar Tabs, Gaming and more!
  • Master and Sub Accounts for Business Reporting and Control
  • Set Credit Limits to Ensure Spending Risk is Low
  • Reward Customer Loyalty with Points or Products as Rewards
  • Keep Accurate Spending Records for Future Budgeting

Customer Reports

Idealpos has a large range of reports that allows you to keep vital records both for the business and your customers. Many reports are available to give you statistics on where the money is being spent and allowing you to target these customers for future promotions.

Customers can receive invoices and statements related to their account and these can also link to accounting packages to further ensure accountability for their pruchases.

Master/Sub Accounts

Create a Master Account that can be used as a business, and all employees of the business can have a sub-account under the Master. This allows the business to see each transaction individually from the employees, but can pay the one account from a single invoice/statement.

Master accounts can control the credit limit overall of all employees and require a signature from the sub-accounts to ensure the money being spent is attributed correctly.