Charge a sale to a customer's account or a guest's room

A sale at the till doesn't have to be paid in full. You can:

put the whole sale on a customer's account to pay later;
post it to a hotel guest's room, so it appears on their folio and is settled at check-out;
take part payment now and charge the rest to the account or room.

Before you start

You need the Credit Sales right as well as the right to sell at the till. An administrator grants it under Setup → Security Groups.
The customer must exist under Sales → Customers. For a room charge, the guest must be checked in.
You can't charge a sale to your till's walk-in customer (for example "Cash Customer"). Pick the real customer or the guest.

Ring up the items and press Charge.
In Customer / Guest, pick the customer, or open the Guest tab and pick the in-house guest. For a guest, the room number fills in by itself.
Tick Charge to account (for a guest it reads Charge to Room …). Picking a guest ticks it for you.
Choose how much is paid now:
- Nothing paid now: leave the payment at 0, or remove the payment row.
- Part payment: enter the method and the amount the customer is paying now.
The coloured box shows what goes on the account or room, for example Charge to Room 104 — 12,500.00.
Press Post to Room … & Print (or Charge to account & Print). The receipt prints and the sale is saved.

Room charge: the sale is on the guest's folio straight away, and is paid with the rest of the bill at check-out.
Account charge: the customer owes the amount. Take the payment later under Sales → Customer Receipts. Their Statement of Account shows the sale right away.
Part payment: the part paid now counts in your shift's tenders, as usual.

If the guest wants to pay at the bar after all, untick Charge to Room … and take the payment as normal.
On the shift Z-report, these sales appear as Credit sales, with the amount Charged to accounts / rooms. That money is not in the drawer, so it never shows as a shortage.
If the customer pays more than the total, it's a normal cash sale. Charging only applies to an unpaid part.

"Charge to account" is greyed out → either the customer is still the till's walk-in customer (pick the real customer or the guest first), or you don't have the Credit Sales right. Point at the tickbox to see which.
"You don't have the right to make credit sales" → ask an administrator to tick Credit Sales for your role under Setup → Security Groups.
"A sale can't be charged to …" → credit isn't allowed on the walk-in customer.
"… would exceed their credit limit" or "Guest is over the credit limit" → your business enforces credit limits and this sale goes over one. Take more payment now, or ask a manager to raise the limit.
"Guest has checked out" → you can't post to a closed stay. Pick the guest's current stay, or take payment.
The guest isn't in the list → only checked-in guests appear. Check the guest in first.