Member Account Guide
What is a member account?
Member Account is OrderPort’s version of store credit. This credit can be used on the Point of Sale, Webstore, Reservations, Enter Orders, and Wine club depending on what you have it enabled on.
Set up
capabilityYou will want to determine what locations you want member account funds to be used. Please keep in mind that other than the point of sale in order to use these funds it must cover the whole order. There is no option on Reservations, and Wine Club for split transactions. The New Webstore checkout does offer split transaction capablility, contact helpdesk if you have questions about updating your webstore.
Navigate to the payment processing module and select the Accepted payment methods tab. Click on each section and add the member account option. If you don’t see it in a specific section that means it is not an option for that type of payment.
By default, the member account module is included for every winery, but it will not activate until you have at least one customer with member account funds.
Allocating funds
There are 2 main ways to give a customer member account balance. The most common is to refund an order to a member account. When you do this it will automatically create a deposit account for that customer. The second is to manually add funds to the deposit account.
Navigating the module
The member account module is located under Operations. The page is broken down into Search and search results. Search allows you to look for an individual customer's deposit account. Once you have located the account you wish to look at select the details button. This will bring you to their account information which is broken up into three tabs.
Account Details: Here you can see the customer's current balance, on-hold balance, and the status of their account.
Transactions: All transactions that have contributed to this member's account balance. If you wish to see the specifics select the details button on the individual transaction.
Deposit Funds: Manually add funds to this member's account.
Creating a deposit account
On the main page of the Member account module, there is a button called Create Deposit Account located on the right-hand side. This will bring you to a similar page where you can search for the customer you want to attach the account to and manually add funds.
Using member account funds on OrderPort 5/OrderPort Restaurant
After starting an order on the POS and you have assigned it to a customer, if they have member account funds they will populate on the right-hand side above the TCV value. It will be in a blue box stating "Available:" followed by the dollar amount. Once you are ready to checkout, select the other payment method.
This will pull up a screen where you can select the type of payment you want to use. Click on Account. The top of the pop-up will populate with their current account balance. 
Select checkout, if you do not have enough funds to cover the whole order a yellow warning will come up letting you know that there is insufficient funds and the transaction will become split. Pay the remaining amount with a different method.
Using member account funds on Enter Orders/Admin Cart
If you are making an order for a customer who has an account balance you will notice Account populates as a Payment Option at checkout. After selecting Account the Current balance will populate. Split transactions are not allowed in enter orders. You will get the error message Insufficient funds/DO NOT HONOR.
Using member account funds on Wine Club
Using member account as the payment on a Wine Club is for subscription clubs. The subscription funds taken monthly/Quartlerty are deposited into each customers member acocunt. Other club types should not sue member account as a Payment Method.