Customer Top-Up

This allows customers to have a credit balance with your business.
To perform customer top-up, go to Customer on the main page of MobiPOS app.

pos system customer top up main page

Select the customer profile. To top-up, tap on the “$” sign found under “Account Balance”.

pos system customer top up profile

Tap on “Top Up” and it will prompt a selection of “Payment Type”

pos system customer top up button

pos system customer top up select payment type

For example, tapping on "Cash" will make it the selected payment type to top up.

After choosing a payment type, a keypad will appear for you to enter Top Up Amount.
Tap on “Top Up” after the amount is entered.

pos system customer top up amount keypad

A message will notify you of the customer’s new account balance.

pos system customer top up new account balance message

Payment Using Customer Account Balance

On the cash register page, tap on “i” to apply the customer’s account.

pos system customer top up select customer account

Select the customer and tap “Apply” to ensure the selected customer’s account is chosen to make the payment.

pos system customer top up apply customer account

* Alternatively, you can top up customers' account balance by tapping on the "$" highlighted in red.
This is a quicker way to perform balance top-up instead of accessing it through settings.

To make a payment, tap on “Pay” -> “Customer Account”

pos system customer top up tap on pay

pos system customer top up apply customer account

A pop-up will show the customer’s account balance.
Tap on “Apply” to make changes to the customer’s account.

pos system customer top up charge customer account

You may now proceed to checkout.

pos system customer top up payment checkout

After Checkout, the deduction will be shown in the customer's account balance

pos system customer top up checkout balance

Credit Limit

A credit limit is the maximum amount of credit business would allow its customers to possess.
Setting a credit limit will prevent customers from spending more than their credit balance.


To set a Credit limit, go to “Settings” -> “General” -> scroll down to “Credit Limit”.
Credit Limit can be enabled and disabled by tapping on the switch.

pos system customer top up set credit limit

Credit Limit "Off"

When the Credit Limit is switched off, you can still proceed to checkout and allow customers to owe the remaining balance.
To know the amount owed by a customer, go to "Customer" and tap on the customer you want to select. The amount owed is reflected by a negative account balance in the customer’s profile

pos system customer top up set credit limit off

This method allows customers to make a payment without having to top up their account balance.

Credit Limit "On"

When the Credit Limit Is switched on, you can still go through the entire payment process.
However, the system will not allow the customer to make payment with their account if the amount to be paid exceeds their account balance.

pos system credit limit on attempt to pay

A message will pop up to notify that the selected customer’s charge amount has exceeded the account balance.

pos system customer top up credit limit exceed

Customers in such a scenario must first top up their account balance in order to complete the payment process.