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Using Customer Account features in Rooteam POS
1. When an order is created using 'Customer Account' as a payment method, the receipt will display the amount placed on the account.
2. If a route was selected for the order, it can be settled when receiving it for pickup. To settle the order, go to the 'Requested Orders' tab.
3. Click on the truck icon for an order which is 'Ready for pickup'
4. If the user purchased the product on store credit, the 'Settle Order' button will be available in the popup.
5. Select what payment method you would like to use to apply on the order.
7. Confirm the amount being paid to complete the settlement.
8. You can also settle outstanding balances (or deposit into the customer account) by viewing the customer profile from the customer list.
