Guide: Store accounts and payments
What this does
Explains transaction tender records and optional store account updates.
Why it matters operationally
Recordkeeping mistakes create reconciliation drift and customer disputes.
Proof from live product behavior
- Pick payment method in Sales.
- Add reference details for Zelle where needed.
- Complete checkout and review Sale Details if edits are needed.
- Use Credit Management in the current product for store account and payment records.
What's in beta / current limitations
- Store account actions have role restrictions by design.
- Advanced report depth is still limited.
- Store accounts are merchant recordkeeping and are not presented as a consumer financial product.