The customer section of the back office is used for lots of different "Customer" related functions in MYPOS, you might be using it for some or all of the following;

Customer Accounts - where customers have an account by the business and can run up a 'tab' to be invoiced at a later date by an external system.
Loyalty Cards - where customers are collecting loyalty points based on spend
Gift Cards - where customers are purchasing Gift Cards or Vouchers to spend at a later date
Staff Discount Cards - where staff have a card which gives a custom discount amount against a set maximum value per month
Customers - where customers have an account or profile to store sales information against
and much more

**Note**
‍Most of the above examples of what the Customer section of the back office can be used for will need be configured specifically for your intended use by the MYPOS team, however if you want to add a basic customer for payment by Account in MYPOS you can do so by following the below steps.

To add customers to your MYPOS Connect System please see below.

To begin with you will need to go to the MYPOS Portal at https://portal.myposconnect.com and sign in with your email address and password

 

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Once you have logged in you will see several menu options on the left hand side of the Portal, select the "Data Setup" option and choose "Customers" from the dropdown options that appear below

 

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Select the  "Add New" button from the purple buttons along the top of the "Customers" Page

 

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Fill out the customer information as applicable (a customer code will automatically be assigned by the system) and press the "Add" button

 

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After the "Add" button is pressed the customer will be saved and the portal window will reload will a list of all current customers including the new one you just added, this customer can then be used to close payments by account

If you can't see "Account" as a payment method on your MYPOS device contact [email protected] and they will be happy to assist to set this up