Billing a customer from another of your locations (visitors)

If your business has several locations in a merchant group, a customer of one location can be billed by another while they visit, without becoming a new customer there. At the location they visit they are called a visitor.

It is off until three things are on. The group's Admin (or your provider) turns on Visitor billing for the group. Each location's Admin then opens Account settings, then Visitor billing, and chooses whether the location bills visitors, lets its own customers be billed elsewhere, or both. Finally the customer has to agree.

How the customer agrees. Give them your location's visitor link or QR code: they type the email address or phone number from their home record and then the six-digit code we send them. Or, on the same Visitor billing page, find them by an exact account number, email or phone number, send the code to the contact already on their record, and type the code they read out. If your group's Admin has allowed it, staff can confirm in person without a code; that is recorded under the staff member's name.

• Only card payments work for a visitor. No bank accounts, wallets or pay-later, and no scheduled payments.
• At the register, press Find visitor beside the customer list to link them on the spot, then take their card (card, saved card, card reader or QR). Cash and checks are not taken for a visitor; ring a cash sale as a walk-in. Register cashiers can link visitors only if an Admin turns on Cashiers may link visitors at the register in Register settings.
• Saved cards never move between locations. A visitor types their card on the location's own payment page, and it is saved there only if they tick the box.
• The home location sees only where and when a visit happened, never what was bought or paid.
• Either location can end a link at any time. Past invoices and payments stay as they were, and the customer has to agree again to be billed as a visitor again.