How to use Account Payment in POS365

How do I use Account as payment?

1. Add the items to the sale as normal.
2. Select the customer in POS365.
3. Proceed to payment.
4. Select the payment type configured for Account/Credit.
5. Complete the sale.

The sale is then registered against the selected customer account.

Payment type guide: Set up payment types

For customers using the Business Central integration, the credit limit is managed on the Customer Card in Business Central.

1. Open the customer in Business Central.
2. Set the customer's Credit Limit (LCY) to the amount of credit the customer should be allowed.
3. Make sure the customer is available in POS365.
4. Allow the customer information to synchronize with POS365.

The Credit Limit (LCY) is synchronized from Business Central to POS365.

In/out payment guide: In/Out payments on a customer

The payment type must use the CreditOnline - Credit Check payment service.

In the Admin Center:

1. Go to Setup → Payment types.
2. Open the payment type used for account payments.
3. Set Payment service to CreditOnline - Credit Check.
4. Enable On POS.
5. Save the payment type and make sure it is assigned to the relevant cash register.

Credit Online requires an online connection because POS365 checks the customer's Business Central limitations when the payment is made.

Both can be used for credit sales, but there is an important difference:

Credit Sale works both online and offline, but it cannot read customer limitations such as the credit limit from Business Central.

Credit Online requires an online connection and can read Business Central limitations such as the customer's credit limit.

If the customer's Business Central credit limit should be checked when using Account as payment, use Credit Online.