How to Add or Delete an Account

(QuikCheK Pro or QuikCheK Plus only!)

Adding an Account is simple.
1. Find your member on the member tab,

2. Click the Accounts tab, click "Add Account". The Adding New Account screen comes up.

3. Select your Payment Method in the top right, then enter the corresponding info in the remaining fields.

Credit Card Accounts - require Payment Method, Account #, Expiration Date.

Checking/Savings Accounts - require Payment Method, Bank Name, Routing/ABA number.

Invoice/Cash - require the Payment Method field only.

All accounts have check marks in Active, Valid, and Do not allow POS charges. If you remove the check mark from 'Do not allow POS charges' then the account can be used in POS to charge items to.

Click for a demonstration

Deleting an Account
You can delete an account by clicking the account to highlight it, then the "Delete Account" button in the right hand column of the screen. You cannot delete accounts if there are any transactions on them. You cannot delete an account if it is attached to an Agreement.