A shop tab lets a customer or staff member buy from the till now and pay later — the items go on their tab, and they settle the balance whenever they like (often at month-end). It's ideal for divemaster trainees and staff who buy gear and drinks through the week.
When you'd use this
- A trainee grabs a mask or a drink and will square up at the end of the month.
- A regular wants to run a tab for the week rather than paying each time.
- Any time you hand something over now and take the money later.
Putting a sale on a tab
- Ring the sale up on the till (Finance → Point of Sale) as normal.
- Choose the customer the tab belongs to (use the customer box; you can add a new person there if they're not on file yet).
- In Payment method, pick On account (pay later).
- The total relabels to Going on tab and the button becomes Add to tab — press it. No money is taken now; the items go on that person's tab.
You must choose a customer for an on-account sale — the tab has to belong to someone. If no customer is selected the button stays disabled with a reminder.
The receipt simply says the items were added to their tab, with nothing to pay today.
Seeing who owes you
Open Finance → Shop tabs. It lists everyone with an open tab:
- Total owed and how many people, at the top.
- Each person, what they owe, and how long the tab's been open.
- Sort by Most owed, Tab open longest, or Name, and search by name.
- Anyone you've ended up owing (for example after a refund once they'd already paid) appears in a separate We owe list — that credit comes off their next purchase.
You can also see a customer's tab on their own profile — a Shop tab card shows what they owe and the items on it. (The card only appears for customers who actually have tab activity.)
Taking a payment off a tab
From either the Shop tabs list or the customer's Shop tab card, press Take payment:
- Check what's on the tab — press What's on the tab to see the items, so there's no dispute.
- Enter how much they're paying now. They don't have to clear the whole thing — type any amount, or tap Pay all for the full balance.
- If they hand over more than they owe, you'll see the change to give — only what they owe comes off the tab.
- Pick how they paid (cash, card, …) and the date (defaults to today).
- You'll see what they'll still owe after this. Press Take payment.
The tab drops by what you took. When it reaches zero they're paid up.
Staff and DMT tabs (settle from pay)
Your own team and divemaster trainees can run a shop tab too — and they have an extra way to clear it: out of their wages.
- Put it on their tab: at the till, in the customer box type the staff member's name and pick them under Staff & DMTs (they're kept out of the normal customer list). Choose On account (pay later) and Add to tab as usual.
- They can pay it off any time before payday with Take payment (cash/card), exactly like a customer.
- Or take it off their pay: on their Team profile, in Deductions, press "Take their shop tab off this pay". At payday the amount owed comes off their wages and the tab clears by exactly that much. If their tab is bigger than their pay, only what their pay covers comes off and the rest stays on the tab for next time — their wage is never negative. It shows as a plain "Shop tab" line on their payslip.
Staff tabs appear in Finance → Shop tabs with a Staff tag, alongside customers.
How it affects your books
- The sale counts as income the moment it's rung up (just like any other till sale) — your profit figures don't wait for the tab to be paid.
- The amount owed shows as money owed to you until it's settled; it does not count as cash in hand until the payment is taken.
- Taking a tab payment records the cash/card in the usual way on the day you take it.
Good to know
- Refunds of an on-account item reduce the tab rather than handing back cash. If they'd already paid, the refund leaves a small credit that comes off their next purchase.
- You can't delete a customer who still owes on a tab — take the payment (or refund the items) first.
- A single fun dive or one-off sale doesn't need a tab — just take payment at the till as normal.