Chargeable Account Types

myNextep PortalmyAccountsChargeable Account Types

From the Chargeable Accounts Types page, add chargeable accounts a guest can use to pay in-store with external tenders.

Search for Chargeable Account

myNextep PortalmyAccountsChargeable Account Types

To search for a chargeable account:

  1. In the Name field, type the account name.

  2. From the Revenue Center dropdown, select the revenue center where the account is registered.

  3. From the Usage dropdown, select a chargeable account usage filter.

  4. From the Payment Group dropdown, select the associated payment group.

  5. Select Is Archived to filter the search results by the account's archive status.

  6. In the lower-left, select Search.

Add Chargeable Account Type

myNextep PortalmyAccountsChargeable Account Types

To add a chargeable account type:

  1. In the lower-left of the Chargeable Accounts Types page, select Add Chargeable Account Type.

  2. From the Details tab, define the following:

    Field

    Description

    Name

    Account name.

    Usage

    From the dropdown, select the applicable usage type for the account.

    Payment Group

    From the dropdown, select an associated payment group.

    To the right of the Payment Group dropdown, select the plus sign + to add a new payment group.

    Import Format

    From the dropdown, select the format type for importing.

    Export Format

    From the dropdown, select the format type for exporting.

    Archive

    Select the check box to remove the account and render it as inactive.

    Automatically refund account on closure

    Select the check box to refund any remaining credit or funds on the account when the account is closed.

    Secondary Account

    From the dropdown, select the a secondary account type.

    Select Add Secondary Account to add a secondary account type.

  3. From the upper-left, select the Rewards tab.

  4. From the Rewards Program dropdown, select the rewards program to associate with the account type.

  5. In the lower-left, select Save to save the new account.