Q: How do I zero out customer account balances in Xpos, and can I use a dedicated payment method for this?

A: You can set customer account balances to zero by applying account debits and credits, just as you would for a normal sale. To ensure these transactions are clearly identified in your reporting, you have the option to create a new, custom payment method specifically for this task.

To create a new payment method:

1. Go to Settings.
2. Navigate to Sales.
3. Select 3rd party payment providers.
4. Find the option to create a new provider in the top right corner.

Here, you can name the new payment method something descriptive, like "Account clear-down," and specify whether it is "bankable" or "non-bankable." Using this custom method will ensure these specific transactions are clearly labeled in your reports, helping you maintain accurate records.