Set the customer credit balance every night to a preset value
Run automatically or manually
You can run this flow automatically on a schedule, for example every weekday at midnight, or choose to run it manually via our dashboard when you need it.
Fetch the customers
The flow will fetch all customers from your Epos Now account ready for filtering
Target the customers who match your filters
You can specify which customers this flow applies to. For example only for customers who have the customer type set to staff.
You can create as many filters as you want.
Update the customer credit balance
For customers who match your filters, set their credit balance to a value you specify.
For example set it to 10 if you want to give the customer a credit of 10 to spend.
Customisation
Learn more
Triggers are the events that start the flow.
For example, run at 6pm on Mondays, Wednesdays and Fridays.
Scheduler
Set your flow to run automatically at a specific time or interval. Choose from monthly, weekly, daily or hourly.
Manual Run
Run your flow manually using our dashboard. This is useful for testing your flow or running it on demand.
Filters allow you to apply the actions only to the objects that pass the filter criteria you specify.
For example, filter by the customer type or where the customer name contains certain characters.
Address Line 1
Address Line 2
Address Line1
Address Line1
Address Line2
Address Line2
Bar Tab Spend Limit
Business Name
Card Number
Contact Number
Contact Number2
Country Name
County
County
County
Currency I D
Current Balance
Current Points
Customer Address I D
Customer I D
Customer I D
Date Format
Date Of Birth
Decimal Separator
Default Expiry Length
Default Max Credit
Description
Description
Description
Discount
Email Address
Email Address
Email Address
Expiry Date
Forename
Group Separator
I D
I D
I D
I D
I D
I D
Is Main Address
Is Main Address
Is Warehouse
Language I D
Location Area I D
Long Time Format
Max Credit
Name
Name
Name
Name
Name
Name
Notes
Number Of Bar Tabs
Number Of Top Sellers
Parent I D
Phone
Phone Number
Post Code
Post Code
Post Code
Predefined Locale Settings I D
Reference Code
Select Customer Addresses
Select Customer Addresses
Select Customer Types
Select Customers
Select Locations
Select the location area
Short Time Format
Show Bar Tabs
Sign Up Date
Sign Up Location I D
Surname
Text
Time Zone I D
Title
Town
Town
Town
Type
Value
Actions allow you to make changes to the objects that pass the filter checks.
For example, set the customer balance to 10 or add 20% to the existing balance.
Address Line 1
Address Line 2
Address Line1
Address Line2
Bar Tab Spend Limit
Business Name
Card Number
Contact Number
Contact Number2
Country Name
County
County
Currency I D
Current Balance
Current Points
Customer Address I D
Customer I D
Date Format
Date Of Birth
Decimal Separator
Default Expiry Length
Default Max Credit
Description
Description
Discount
Email Address
Email Address
Expiry Date
Forename
Group Separator
Is Main Address
Is Warehouse
Language I D
Location Area I D
Long Time Format
Max Credit
Name
Name
Name
Notes
Number Of Bar Tabs
Number Of Top Sellers
Phone
Phone Number
Post Code
Post Code
Predefined Locale Settings I D
Reference Code
Short Time Format
Show Bar Tabs
Sign Up Date
Sign Up Location I D
Surname
Text
Time Zone I D
Title
Town
Town
Type