How to Set Credit Limits to a Tab

A credit limit for a specific amount can be added to a tab to only allow charges up to the amount to be transferred from EPOS. i.e. £50.00 




Setting up a Credit Limit:



1. Open the reservation and click on the Tabs page. Click on the Tab description.





2. Click on the Yes check box, enter the amount. 

A credit limit of £0.00 can be used to prevent charges from being transferred to a tab from EPOS.


For example: 

If a guest request to add £50 credit limit. Enter £50. 


If a guest request: no charges can be transferred from EPOS to their room. Enter £0. 
 

3. Click Close.





4. Click OK.




5. The tab details will show that a credit check has been added.






Removing a Credit Limit:




1. Click on the No to change the credit check status. Click Close.





2. Click OK.



See Also: How to Add Item/Package to a Tab
How to Add Payment on a Tab
How to transfer items to a different tab



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