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      How to Enable Account (Credit) Payment Type in DPOS

      Allowing account payments in DPOS gives your customers the flexibility to "buy now and pay later," which is particularly useful for corporate clients. Here’s how to enable, use, and manage account payments in DPOS easily.

      ✅ Enable the Customer Account Feature

      • Log in to DPOS.

      • Go to Maintenance > Global Settings.

      • Search for Customer Account.

      • Set the value to Y (Yes).

      ✅ Add Account as a Payment Type

      • Navigate to Maintenance > Payment Types.

      • Add a new payment type labeled ACCOUNT.

      • Save and restart DPOS to activate the change.

      ✅ Enable Account Access for Customers

      • Go to Maintenance > Customers.

      • Search and edit eligible customers.

      • Tick the ACCOUNT checkbox.

      • Repeat for all approved customers.

      ✅ Process an Order Using Account Payment

      • Start a new sale and assign the customer (search by phone or name).

      • Add items to the order.

      • On the tender screen, choose ACCOUNT as the payment method.

      • Save the transaction.
        📌 The sale will now appear with the ACCOUNT payment type.

      ✅ Track and Manage Account Balances

      • Go to Reports > Customer Account Report.

      • Set your date range and preview the report.

      • Identify outstanding payments for follow-up.
        💡 Tip: Most stores follow up on a 30-day billing cycle.

      Step-by-Step Instructions 

      Enable Customer Account Feature 

      • Open and log in to DPOS. 
      1

      • Navigate to Maintenance > Global Settings. 
      2

      • In the settings search field, type Customer Account. 
      • Set the Customer Account option to Y (Yes), then save.
      3


      Add the Account Payment Type       

      • Go to Maintenance > Payment Types. 
      4

      • Add a new payment type named ACCOUNT. 
      5

      • Save your changes and restart DPOS for the new payment type to activate. 
      6

      Enable Account for Specific Customers 

      • Navigate to Maintenance > Customers. 
      7

      • Search for a customer by name or phone number who is eligible for account payments. 
      8

      • Edit the customer record and tick the checkbox labelled Account. 

      9

      • Repeat this for any other customers needing account payment access. 


      Processing a Sale via Account       

      • Start a new order and assign the customer by entering their phone number. 
      11

      • Add items to the order as usual. 
      10

      • When ready to pay, select Account as the payment method at the tender screen. 
      • Save the transaction. 
      13

      Tip: You’ll now see the sale marked under the ACCOUNT payment type. 

      Tracking Pending Account Payments 

      • Account transactions are classified as "paid" in DPOS, but stores must manually track and follow up on outstanding balances. 
      To review pending payments: 
      • Go to Reports > Customer Account Report. 
      14

      • Select the desired date range. 
      15

      • Preview the report to see which customers still owe payments. 

      16

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      Tip: Most businesses follow up with account holders on a 30-day cycle. 


      By following these steps, you will be able to enable and manage account (credit) payments in DPOS effectively. If you require further assistance, please contact our application support team.