Data and uninstall
The app reads your customers' names and email addresses and their orders that still have an amount outstanding. It does not read addresses or payment details. Credit limits are saved on the customer in your own Shopify store, as app data.
What the app keeps
| Data | Why |
|---|---|
| Your plan and trial status | Apply the Free plan's account limit. |
| One record for each sale on account: customer ID, order ID and number, amount, due date, PO number, POS location and staff IDs, the result (charged or refused with the reason) and the time | An audit trail of the account, and protection against creating the same sale twice. |
| Short-lived locks of a few seconds | Stop two tills from selling to the same customer at the same moment. |
| One record for each statement or reminder email: customer ID, kind, month or order, time, delivery result | Stop the same email from being sent twice. The content and the address are not stored. |
| Your statement email settings | Monthly statements and reminders. |
The app does not store customer names, email addresses, order line items, or payment details on our servers. They are read from Shopify when a page or statement needs them. Balances are always calculated from your Shopify orders.
The full policy is on the privacy page.
Customer data requests
When Shopify forwards a customer's data request, we send you the records we hold for that customer within 30 days. When Shopify asks us to erase a customer's data, the app deletes that customer's sale and statement records.
When you uninstall
Your orders stay in Shopify, including the unpaid ones created with the tile. Collect their payments in Shopify as usual. Remove the Charge to account tile from the POS home screen.
The app's access to your store is deleted at once. Shopify removes the credit limits saved on your customers. 48 hours after uninstall, Shopify sends a shop data deletion request and the app deletes all sale records, statement records, statement settings, and plan data for your store. If you reinstall before then, they are kept.
If you plan to reinstall later, export your accounts first with Export CSV: the credit_limit column can be imported again.