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# Collect company payments at POS

**Where:** Shopify POS app → **Collect Company Payment** tile **Who:** Cashier **Requires:** the **Payments** plan (or Governance) + Shopify Plus

This lets a cashier take a payment toward a business customer's **outstanding balance** from the register. You enter an amount; OnAccount spreads it across the company's unpaid orders for you. Payment can be taken three ways: **charge a saved card**, **record a manual payment** (cash, cheque, etc.), or **email an invoice**.

> ⚡ **Needs the Payments plan and Shopify Plus.** Collecting company payments is on the **Payments** plan (or Governance), and it relies on Shopify Plus capabilities (B2B manual payments and saved/vaulted cards), so the store must be on **Plus** too. On non‑Plus stores this feature isn't available.

---

## Before you start

* You're on the **Payments** plan (or **Governance**). See [Getting started](https://molsoft.crisp.help/en/article/getting-started-1n8p534/).
* Your store is on **Shopify Plus** (required to *collect* payments).
* Your store uses Shopify B2B and the customer is a company contact.
* The company has outstanding (unpaid) B2B orders — these balances are kept up to date automatically.
* **To charge a saved card:** the order needs a saved (vaulted) card on file, which comes from how the buyer was set up in Shopify B2B. Locations without a saved card are simply skipped in card mode — use manual or invoice for those.

---

## Set it up

### 1. Add the tile to your POS grid

1. In **Shopify admin**, go to **Settings → Point of Sale** and open the **POS grid editor**. This is a one‑time, global setup — it applies to all your registers.
2. Under **Page 1** (or another page), click **Add tile**.
3. Select **Embedded Apps**, then choose the OnAccount **Collect Company Payment** extension.
4. Click **Save**.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/d/d/3/4dd3899948d8e000/image_14yzp94.png)

*The POS settings page: Sales channels → Point of Sale → Settings.*


![](https://storage.crisp.chat/users/helpdesk/website/-/4/d/d/3/4dd3899948d8e000/image_1jpd6vr.png)

*The POS grid editor: Add tile → Embedded Apps → Collect Company Payment.*

### 2. Register your manual payment method names (for manual payments)

Choose which manual payment methods you want to offer in the POS lump‑sum payment option (for example, *Cash*, *Cheque*, *Bank Deposit*). You add these once, and they appear in the manual‑payment picker at the register.

Each name has to **match exactly** the corresponding method in **Shopify admin → Settings → Payments → Manual payment methods** — that's how the payment gets attached to the right method.

1. Open the **OnAccount** app → **Settings** → **Manual payment methods**.
2. Add one row per method you want to offer, typing each name **exactly** as it appears in Shopify (matching capitalization and spacing), then **Save**.
3. At the register, the manual‑payment picker shows these names.

> An **"Other"** option is always available, even if you've configured nothing — it records the payment without a specific method name. Use it for one‑off methods you haven't registered.


![](https://storage.crisp.chat/users/helpdesk/website/-/4/d/d/3/4dd3899948d8e000/image_oj99vh.png)
*The Manual payment methods admin screen with a few methods added.*
---

## How a cashier uses it

1. **Add the B2B customer to the cart.** No products are needed — this pays down existing invoices, not the current cart.
2. The **Collect Company Payment** tile shows the company's **outstanding balance** when it's ready. It's disabled if there's no customer, the customer isn't B2B, or there's nothing outstanding.
3. **Tap the tile** to reach the **Setup** screen:
* **Target** — pay against the **whole company** or a **single location**.
* **Payment method:**
    * **Charge saved card** — pick the saved card per location.
    * **Manual payment** — record cash, cheque, bank deposit, etc.
    * **Send invoice** — email the buyer an invoice to pay themselves.
4. **Enter the amount.** It's capped at what's actually payable. OnAccount spreads it across orders automatically: **most overdue first**, then **soonest due**, then **oldest**.
5. Review the per‑order breakdown, then:
* **Send invoice** → the buyer is emailed; you're done.
* **Charge card / manual** → the **Processing** screen applies each order in turn. You can pause, retry, or skip if one fails.
6. The **Complete** screen summarizes what was collected per order, the total, and any remaining balance.


![](https://storage.crisp.chat/users/helpdesk/website/-/4/d/d/3/4dd3899948d8e000/image_1xqan7d.png)
*The Collect Company Payment tile showing the company's outstanding balance.*


![](https://storage.crisp.chat/users/helpdesk/website/-/4/d/d/3/4dd3899948d8e000/image_z016e8.png)

*The Setup screen showing Target and Payment method options.*


![](https://storage.crisp.chat/users/helpdesk/website/-/4/d/d/3/4dd3899948d8e000/image_u6uuor.png)
*Entering the amount to capture, with the allocation preview across outstanding orders.*


![](https://storage.crisp.chat/users/helpdesk/website/-/4/d/d/3/4dd3899948d8e000/image_1je8733.png)

*The Processing screen applying the payment to each order in turn.*


![](https://storage.crisp.chat/users/helpdesk/website/-/4/d/d/3/4dd3899948d8e000/image_1f94k8f.png)

*The Complete screen summarizing what was collected.*
---

## A note on currency

A company may have orders in more than one currency. The Setup screen lets you pick the currency; the amount you enter and the allocation apply only to orders in **that currency**. Switch currency to pay invoices in another.

---

## What's not configurable yet

There's currently **no setting for who may collect a company payment**, or whether a given staff member can collect company‑wide vs. for a single location only.

* **For now:** control this operationally — decide who has the tile on their register and who's trained to use it.
* **Planned:** an admin screen to grant the "collect payment" capability per user and scope it to a company or a single location.

---

## Troubleshooting

| What you see | What it usually means |
| ---- |
| Tile says **"Upgrade required"** | No active plan. Subscribe on the OnAccount **Plans** page. |
| Tile says **"Requires Shopify Plus"** | The store isn't on Shopify Plus. Company payments need Plus-only manual payments and saved cards, so the tile stays disabled until the store is on Plus. |
| Tile says **no outstanding orders**, but you expected some | Balances may still be catching up, or those orders aren't unpaid B2B orders for this company. Give it a moment and re‑open. |
| A location's orders are **skipped** in card mode | No saved card on file for that location. Use manual or invoice instead. |
| Manual payment **didn't attach to the right method** | The name you typed doesn't exactly match a method in Shopify admin → Settings → Payments → Manual payment methods. Fix it under **Manual payment methods**. |
| **Card charge fails** | The gateway declined or the saved card expired. The gateway's message is shown — retry or use another method. |
| A **"partial capture"** warning appears | An earlier partial payment is still settling. Collecting the remainder may need support. |