Setting Up Your "Cash" Customer

You need to make sure that the customer account that you have set up in EPASS for “quick sale” or “cash” transactions is configured for EPASS Pay. This is necessary so that the address verification procedure is skipped when taking EPASS Pay payments on invoices that use this customer account.

To Set Up Your "Cash" Customer

  1. Go to Customer > Maintenance.
  2. Search for your "cash" customer, and then click Edit.

  1. Click the Credit tab.
  2. Select the EPASS Pay - Cash Customer checkbox.

  1. Click OK to close the customer record.

Note: You cannot use Click to Pay links or save cards on file with Cash Customer accounts.

See Also