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Add and Map General/Customer Account
Add and Map General/Customer Account
Gaurav Shah avatar
Written by Gaurav Shah
Updated over 2 years ago

Steps to Add General Account:

1. Login into your CStore Essentials Account,

2. Go To Other Entries >

3. Select Settings >

4. Click General Accounts Tab

5. on the right Click + sign / Add New Item

6. Enter required Name under Account name field

7. Click Add loan account

(may also Add from Daily Report > General Account Payin/Payout: field)

Steps to Add Customer Account:

1. Login into your CStore Essentials Account,

2. Go To Other Entries >

3. Select Settings >

4. Click Customer Accounts Tab

5. on the right Click + sign / Add New Item

6. Enter required Name under Account name and Description field

7. Click Add charge account

(may also Add from Daily Report > Customer Account: field)

Steps to Map General/Customer Account:

1. Go To POS Data >

2. Select Settings >

3. Click General/Customer Account Tab

4. on the right Click + sign / Add New

5. Enter Register local account ID

6. Set appropriate General/Customer Account under Day report mapping field

7. Click Add Account

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