Skip to main content
All CollectionsOrders and CustomersBusiness Account
How to Add and Edit a Business Account
How to Add and Edit a Business Account

Learn how to add, edit, and manage business accounts in CleanCloud, including setting default payment methods, discounts, and more.

Rafael avatar
Written by Rafael
Updated this week

How to Add a New Business Account

To add a business account, follow these steps:

  1. Navigate to Settings → Admin → Payment & Finances → Business Accounts.

  2. Click on the Add Business Account button.

  3. 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)

  4. 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 SettingsAdminPayment & FinancesBusiness 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.

Did this answer your question?