thread Re: Customer Charge accounts in Archived Discussions (Read Only)

Customer Charge accounts

madnessreefing — Thu, 14 May 2020 00:25:49 GMT

I currently run a service business where I visit accounts two to five times a month and charge per visit. However, I typically only charge once a month for customer convenience via an invoice for all service visits and items purchased throughout the calendar month. Is there a way to start a charge account for these customers that will allow me store purchases on their customer info pages to be aggregated and invoiced at the end of each month?

Re: Customer Charge accounts

nika — Fri, 15 May 2020 18:24:23 GMT

Hey @madnessreefing- Thanks for posting!

We don't have anything like this built out at the moment. But I can see how that would make your invoicing a lot quicker at the end of the month! While we don't have something like this right now, I can go ahead and share this feedback with our Product team.

Appreciate you joining the Community. Let us know if any other questions or suggestions come up!

Re: Customer Charge accounts

madnessreefing — Fri, 15 May 2020 20:08:15 GMT

Thank you, I appreciate the consideration! To anyone who has a similar setup as me, I found a workaround for now with the open tickets function on the mobile app. However, I have not yet figured out a way to access these open tickets from the browser PoS system so I have to send the invoices from my mobile phone or tablet, but I am still to track and to invoice on my usual schedule of once a month.