Learn how to create and utilize billing accounts on Dripos
Dripos billing accounts function as a convenient way for customers to pay off orders over an extended period of time.
When an order is placed at the Point of Sale, billing accounts can be selected as a payment method.
Billing accounts can then be paid off from the Point of Sale or via an invoiced payment link.
Create a billing account either from the Dashboard or the Point of Sale
Dashboard
Account Name: Special event, customer name, etc.
Account PIN: Security PIN to access billing account
Phone: Customer phone number
Email (Optional): Customer email address
Notes (Optional)
Point of Sale
Name: Special event, customer name, etc.
Phone: Customer phone number
Email (Optional): Customer email address
Account PIN: Security PIN to access billing account
Notes (Optional)
Billing accounts can be used as payment on orders created from the Point of Sale.
Billing accounts as a whole are then paid off at a later time with real payment (card, cash, etc).
How to Checkout with a Billing Account
Create a new order and add items to cart as usual > click Charge
On the Payment Method screen press Billing
Pay off and collect payment on billing accounts directly from the Point of Sale or the Dashboard
Point of Sale
Disselect a ticket to remove it from this payment and remain unpaid on the billing account for now.
Manual Card: Insert the card details and press Pay Balance to complete the transaction.
Check: Enter the check number (optional) and press Pay Balance to complete the transaction.
Cash: Press Pay Balance to complete the transaction.
The cash sale will be recorded in your reports, but it will not be reported in your cash drawer.
To record a pay in to your cash drawer, navigate to the open Cash Drawer on your Point of Sale and press Pay In to track the billing account payment in your drawer.
Dashboard
Mark as Paid: Mark the invoice as paid if you’ve collected payment elsewhere
Copy Payment Link: Copy the URL to the payment link
Send Invoice Text: Send the billing account invoice payment link to the number on file
Send Invoice Email: Send the billing account invoice payment link to the email on file