customer accounts
Local Accounts
Local Customer Account Management
Genesis Liquid offers a powerful Local Customer Account solution with a full sales ledger that integrates seamlessly with Sage, Xero, QuickBooks, and FuelSoft. Invoices and statements can be sent directly from Genesis Liquid via email in PDF format or printed for distribution as needed.
Invoices and statements can be customized with your company logo and branding colors for a professional, cohesive look.
The system is designed for ease of use, with intuitive tools that make correcting errors simple. Users can undo an entire month’s invoice batch, adjust transactions, and rerun invoices with minimal effort.
Additionally, Genesis Liquid supports flexible discount schemes, allowing you to set up targeted discounts for shop purchases, fuel, or car wash services based on customizable spend thresholds
Working Process
Customer transactions are collected in real-time from POS systems across one or multiple store locations. These transactions can be easily reviewed and corrected if necessary. At the end of each billing period—whether weekly, monthly, or both—the system automatically applies any discounts due and generates invoices along with detailed transaction summaries, which can be sent directly from Genesis Liquid by email or printed for distribution.
Genesis Liquid also enables the application of additional fixed charges to weekly or monthly accounts, manual entry of transactions if needed, and the creation of complete invoices for other services. Payments can be entered manually upon receipt or automatically processed for customers paying by direct debit using the auto-pay feature.
Customer Accounts and Account Cards
Customer accounts can be accessed on the POS system either by selecting from a list or using an account card, available as magnetic stripe or, on compatible systems, contactless RFID.
For account card production, there are three options:
- Use pre-printed, pre-numbered cards from a batch.
- Utilise our bureau service to order cards at the press of a button, with dispatch within 24 hours.
- Opt for an on-site plastic card printer and encoder for direct production.
Each option allows for customised card designs, printed on the front or back, and tailored to specific customers or schemes, such as a unique design for local taxi drivers or NHS workers.
Multiple cards can be assigned to a single account, with the ability to restrict card usage to specific products (e.g., fuel and oil only).
Customers also have the flexibility to set up Direct Debit payments.
Sales Ledger
The integrated sales ledger in Genesis Liquid offers the robust features expected from a high-end accounting system. It includes:
The transaction history is updated in real-time, enabling you to easily search, filter, and quickly make corrections as needed.
- Customer Payments: Flexibility to correct payments and issue customer refunds as needed.
- Credit Controller: Filter outstanding balances by age or amount to generate a call list or export for mail-merged debt reminders by print or email.
- Statements: Generate statements for any specified date, including historical records, either individually or as part of the monthly invoice run.
- Comprehensive Reporting: Access various reports such as Aged Debtors (as at any date), Debtor History, Invoices and Statements, Card Transaction Summaries, STOP Lists, Sales Invoice Summaries, Payment Analysis, Manual Voucher Posting Summaries, Discount Schemes, and details on Account Cards Issued.
Transaction Journal
The Genesis Liquid Transaction Journal updates in real-time, providing a comprehensive, detailed transaction history. Easily locate transaction details with advanced filtering and search capabilities across all stores, POS systems, and webstores. Filtered transactions can be exported to Excel for in-depth analysis, and customer receipts can be reprinted as needed.
POS Communications
Communication between the back office and your POS solution is fully automated, ensuring seamless integration. Any updates or changes made in the back office are continuously transmitted to the POS system(s) in the background, without the need for manual intervention. Sales data is processed in real-time wherever supported; for systems that don’t offer real-time processing, daily sales data is automatically collected and processed as soon as it becomes available from the POS solution.