Credit and Charge Accounts for Shopify POS

ZainManji
Shopify Partner
58 0 55

We've been talking to a bunch of merchants looking to migrate from Quickbooks onto Shopify POS, and one of the biggest questions has been how they can charge purchases on customers' accounts.

 

As a result, we wanted to share some information and a guide on how this can be done extremely smoothly inside of Shopify POS through an app.

 

With the "Credit & Charge Accounts" app, you can allow customers to purchase products on account and pay later within POS. You can now give customers the ability to purchase items by putting purchases on their tab and charging it to their account. Customers can then make payments on their balances as required (e.g. weekly, bi-weekly, monthly, net-45, or custom). With the app, you can view active balances, remaining store credit, transaction history, and more. The app also integrates with Quickbooks POS Desktop.

 

With the app you can:

  • Charge purchases to a customer’s account and view all transactions.
  • Set store credit for customers and apply store credit to balances owed to store.
  • View complete purchase, payment or invoice transaction history for any customer.
  • Complete remaining balance payments weekly, bi-weekly, monthly, or any duration.
  • Sync and integrate with Quickbooks POS Desktop.

 

Download the app for Shopify: https://apps.shopify.com/credit-charge-account-on-pos

Here is also a complete guide and walkthrough: https://docs.google.com/document/d/1B2s6c3vDMzQDbFOQTO6J-fHJAfXOrx2WuoUFMYWpCrw/edit

 

Replies 17 (17)

SteelHead
Excursionist
39 0 49

All of that would be a great option.  However, you don't offer a basic need which is to be able to print a receipt for the transaction.  How can you sell goods to someone and not provide them with a receipt?

ZainManji
Shopify Partner
58 0 55

Agreed. We are adding in a way to have digitized receipts which should be released live in a couple of weeks, but we don't have the ability to print receipts because Shopify's APIs doesn't allow us to at the moment. The digitized receipts are the closest we can get to for that feature.

SteelHead
Excursionist
39 0 49

Unfortunately, that's not good enough.

bjvincmrs
New Member
4 0 0

Will this app allow QB POS A/P customers to use their billing accounts in Shopify after migration? Is the cost $49 U.S. a month? Will it allow for a itemized receipt to be printed to obtain a signature and give them a copy at the store? Will it put the itemized receipt in their A/P account in QB Desktop to complete the billing and payment there? 

SteelHead
Excursionist
39 0 49

We had high hopes that this app would solve the issue of the lack of charge accounts in Shopify - even at the expense of an extra $49 per month.  But unfortunately, you cannot print a receipt at the time of sale to obtain a signature. I don't know how to make it work without that capability.  If you come up with a solution, I would LOVE to know what it is.

hayhook155
Excursionist
10 0 7

We are having the same issue as well. VERY FRUSTRATING since we were forced to switch our companies over to shopify. 

Generic1user
Excursionist
26 0 25

This is crazy, shopify POS lacks so many basic POS functions and the answer is always "use a 3rd party app." Those apps cost money, every month...I'm not paying thousands of dollars a month to get my POS to work normally. We're looking at other options. Please let us know if you find any! Lightspeed looks good but can't do fractional qtys, something we need.

hayhook155
Excursionist
10 0 7

We switched POS Systems! We ended up going with Rain POS after having several meeting with them and having several meetings with other POS systems that are very similar to QB POS. We are in the middle of switching over right now but wow what a world of difference! This company is very hands on and has handled everything and we are actually able to talk to people on the phone!!!!! We had severally requirements we needed that QB POS (our old system) had and they met every single one. We are super super impressed with them. We sent all of our Shopify hardware back. This new POS system works with all of our current hardware so we are already saving money right there. 

LakeClub
Tourist
8 1 0

Does it work w/QuickBooks Desktop, or just QuickBooks Online?

hayhook155
Excursionist
10 0 7

We only use Quickbooks desktop - Rain POS works with both!

ZainManji
Shopify Partner
58 0 55

Works for Quickbooks Desktop atm, and Quickbooks Online will be supported in a couple of weeks!

LakeClub
Tourist
8 1 0

We're trying out your product, with QB Desktop, but it seems like it posts everything to QB  Accounting as a single item ("Shopify on Credit Item"), rather than using the actual items/products we have defined in QB. That is to say, every credit sale made through your app winds up as a Statement Charge in QB, rather than an Invoice, using this generic "item", and the description/price of the originally defined product is just placed in the description and price fields of the Statement Charge.

 

So, correct me if I am wrong, and I would really like to be wrong here, but it does not come close to replicating the behavior of QuickBooks POS to QuickBooks Desktop sync that we are migrating from. Can anyone confirm or am I just missing something fundamental here? 

hayhook155
Excursionist
10 0 7

We had the same issue. Not anywhere close to being the same as QB POS. We ended up changing POS systems again because Shopify DID NOT work for our companies and they were no help. We are very happy with our decision to switch to a POS system that is very very similar to QB POS! 

LakeClub
Tourist
8 1 0

Thanks. I suspected this would become a nightmare.

Which did you switch to? We've also used AccuPOS which, while somewhat clunky from a UI perspective, at least was robust with its sync capabilities that nearly matched, if not replicated, the QB POS Financial Exchange functionality.

ocncarts
Tourist
5 0 3
What did you switch too? Help us out!
LakeClub
Tourist
8 1 0

He switched to Rain POS

hayhook155
Excursionist
10 0 7

We switched to Rain POS! So far it’s been a much better experience.