How to Add a New Business Account
To add a business account, follow these steps:
Navigate to Settings → Admin → Payment & Finances → Business Accounts.
Click on the Add Business Account button.
A pop-up window will appear where you can enter relevant details such as:
Default payment method
Price list
Discount
Invoice style
Discount priority
Loyalty program (include or exclude)
Color
If you select a color, enable Highlight in POS. This helps to quickly identify different customer groups when managing orders in the POS.
Hide Prices on Receipt (toggle on to hide prices on the receipt)
Once you’ve completed all necessary fields, click Submit to save the account.
📌 Note: Make sure all fields are filled in when setting up a business account.
How to Edit an Existing Business Account
To edit a business account, go to Settings → Admin → Payment & Finances → Business Accounts, then click the pencil icon next to the account to make and save the necessary changes.
🛟 Need more help?
Explore our Help Center articles for answers. Contact us for further assistance.