Running an account for your regular customers

Running an account for your regular customers

Hey, 

Here is a video on how to manage ACCOUNTS for your regular customers.



If you have any further questions, please email our team on support@innovatorsdirect.com.au for more information. 

Cheers,


    • Related Articles

    • Selling with Account Sales

      Enable Accounts Add-On   1. From the Add-ons Page in Kounta back office, find the Accounts add-on   2. Enable this Add-on by selecting the orange Enable Accounts button   Place an order on Account 1. From the POS - Place your order as normal 2. ...
    • How to downgrade your Kounta account

      Downgrade My Kounta account 1. Head to the Account page 2. Select your Company 3. Select the site you wish to downgrade by selecting its settings cogwheel (on the right) 4. Select " Downgrade " under the Change Plan heading 5. Select the plan you ...
    • Transfer of Kounta account ownership

      Transfer site ownership   Note - The new owner must already have accepted an invitation to the site and given admin access   1. Under My Kounta from the Back Office, select Subscriptions 2. If you have more than one site, you will be prompted to ...
    • Register Information & Printing Settings

      Register Information This is where you would need to go for basic settings on how your register works - such as name, status, and workflow. 1. Under Sites from the Kounta Back Office, select Devices 2. Select cog icon beside the name of the register ...
    • How to Hold an Order with Kounta

      1. When holding an order to be paid later - you will want to make sure you have a memorable order note so that you can pick it out easier later.   2. After we have taken our order - we can simply select Send this will send to the order to the kitchen ...