Account & billing

Once the personal and company basics are set up, the next layer is the parts of BevWerk that belong to the business, not any one person: who can sign in, what point-of-sale system feeds your sales data, and what plan the company is on.

Start here

1. Connect a POS integration — find where Clover and Square connections live, and what has to be true before you can start one.
2. Manage users — see the team table and the form for inviting a new teammate.
3. Understand your subscription — see what BevWerk shows you about your plan and billing status.
4. Understand POS sync operations — know which data moves in which direction, and when to intervene.
5. Export your company data — download a JSON copy of your records.
6. Roles and what each one can do — why a colleague sees options you do not.
7. How billing and plan changes work — what you pay for, and what changes it.
8. The BevWerk Assistant — what it can answer, what it can do, and where its answers come from.

Why this section matters

These are owner/manager-level controls. They answer questions like:

• where do I connect Clover or Square so sales show up in reports?
• who currently has access to this company’s BevWerk account, and how do I add someone?
• what plan is this company on, and where do I see that?

Getting these right early avoids confusion later — sales reports stay empty without a POS connection, and new teammates can’t get to work without an account.