Charge account feature

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Shopify Partner
528 38 109

In our case I export out all of the details through API, port them to a local SQL database, and then report off of them that way. I didn't find any out-of-the-box app plug-in to install that would meet our requirements. So it's all in-house development, homegrown out of necessity.

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Tourist
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I am trying to use the same feature. I am trying to follow your workaround but I do not see that option at checkout. The store credit option. 

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Shopify Partner
528 38 109

@asjsimmons In the shop settings you just create this as a new custom manual payment method --> https://help.shopify.com/en/manual/payments/manual-payments. In our case of testing out Shopify POS, I filter daily activity of this payment type that appear in my API export. I infer a sale against this payment type as a custom in-store credit account purchase. And I infer a refund to this payment type as "money held" that a customer can use for future purchases.

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Tourist
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OK, I added them as directed...but they only showed up in my online
checkout. I am in need of these options for in-store checkout. I need to be
able to charge to account on my point of sale.
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Shopify Partner
528 38 109

You can enable it in Shopify POS as well. Refer to this for details --> https://help.shopify.com/en/manual/sell-in-person/pos-classic/payment-methods

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