Billing System Basics

Within Dripos, billing accounts function as a convenient way for customers to pay off charges and invoices over an extended period of time.

You are able to easily create billing accounts from both the Web Dashboard and Point of Sale.

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Create Billing Accounts

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Create a Billing Account on the Web Dashboard

1. Log on to the Web Dashboard. Once signed in, select Operations > Billing Accounts:

2. Click on the Create Account button in the top right corner:

3. This will prompt a pop up to appear where you will need to input the following information:

Account Name: Input a name for the billing account.

Account PIN: Input a PIN that you would like used for the account.

Phone: Input a phone number that you would like attached to the account.

Email (Optional): Here, you have the option to attach an email address to the billing account.

Notes (Optional): Here, you have the option to attach any additional notes to the bank account.

4. Once you have finished filling in the required fields, click Create:

5. You will then be taken to the billing account’s information page, where you will be able to view the account’s outstanding balance, pay link, unpaid tickets, and payment history:

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Create a Billing Account on the POS

1. Log on to the Point of Sale. Once signed in, click on the 3 line icon at the top left of the screen > Billing Accounts:

2. Once on this page, click on the New Billing Account button in the middle of the page:

3. This will prompt a pop-up to appear where you will need to input the following information:

Name: Input a name for the billing account.

Contact Phone: Input a phone number that you would like attached to the account.

Contact Email (Optional): Here, you have the option to attach an email address to the billing account.

PIN: Input a PIN that you would like used for the account.

Notes (Optional): Here, you have the option to attach any additional notes to the bank account.

4. Once you have finished filling in the required fields, click Create Billing Account:

5. You will then be taken to the billing account’s information page, where you will be able to view the account’s outstanding balance, pending tickets, and billing payment history. Additionally, you can also add a billing member to the account by clicking on the Add Member button:

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Editing Billing Accounts

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Editing Billing Accounts on the Web Dashboard

1. Log on to the Web Dashboard. Once signed in, select Operations > Billing Accounts:

2. Locate the billing account you wish to edit > click View:

3. Click on the Edit Information button in the top right of the page:

4. This will prompt a pop-up to appear where you can edit the following billing account details: Account Name, Account PIN, Phone, Email, and Notes. If any changes are made here, make sure to click Save:

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Editing Billing Accounts on the POS

1. Log on to the Point of Sale. Once signed in, click on the 3 line icon at the top left of the screen > Billing Accounts:

2. Click on the billing account you wish to modify.

3. Once on the billing account’s page, click on the Edit Account button:

4. This will prompt a pop-up to appear where you can edit the following billing account details: Name, Phone, Email, Pin, and Notes. If any changes are made here, make sure to click on the Save Billing Account button at the bottom of the page:

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Charging Orders to a Billing Account on the POS

1. Log on to the Point of Sale. Once signed in, click on the 3 line icon at the top left of the screen > Register:

2. Add your desired items to the cart. Once you are ready to begin checking out, click on the Charge button at the bottom of the cart:

3. Select a ticket type for the order:

4. You will then be taken to the payment methods screen. Here, to charge the payment to a billing account, click on the Billing button:

5. You will then need to select the billing account you wish to charge the payment to. You can either do this by inputting the account PIN into the search by account PIN field or by scrolling through the dropdown:

6. Once you have finished the checkout process, the payment and ticket will automatically be linked to the billing account.