In the Customers screen, when looking at a Customer account, a menu can be used to perform actions on the account such as paying the account, running a report, or starting/stopping newspaper runs.
You can change what options appear in the menu by double clicking the heading Transaction Menu.
In the window that appears, you can tick the options that you wish to be shown, and untick the options that you wish to hide in the menu.
Hiding options can be useful to prevent unauthorized staff from doing something like adding a Balance Adjustment to an account.
Simply click Save when you are done.
The buttons for the Pay Menu can also be hidden. Double click the heading Pay Menu.
In the window that appears, you can tick the options that you wish to be
shown, and untick the options that you wish to hide in the pay menu.
Simply click Save when you are done.
Related Articles
Integrated EFTPOS - Smartpay
This advice sheet outlines the setup and configuration of integrated EFTPOS and Retailer using Smartpay Smartconnect. EFTPOS integration reduces staff errors in processing EFTPOS transactions and consequently improves security. The steps to set up ...
Change the Customer for a Quote
For any customer quotes that are done in the Quote and Invoice Management screen, as they are not final, they can be switched to a different customer. This may be needed if the wrong customer name/account was placed against it, or they've arranged ...
Customer Statements - Setup, Configuration & Rules
This guide covers the foundational setup for account statements to customers. These settings determine who receives statements, what they look like, and how the system calculates account fees and balances. Account Categories Account Categories allow ...
Making Payments to Customer Accounts
To make payments towards a customer's account, you can access the Customer Payment Menu through the following methods: From the Point of Sale screen: On the main screen of Retailer, click on the Point of Sale icon. Press the Customer Payment button. ...
Making Payments to Specific Customer Invoices
Access the Customer Payment screen through one of three ways: In the Point of Sale screen, click on the Customer Payment button or press [F11] on your keyboard. Then, search for and select the particular customer. OR In the Customer Screen, search ...