You can create account customers to enable credit sales and ongoing business relationships with regular clients, helping facilitate B2B transactions and customer loyalty. This improves your retail operations by providing structured credit management, with properly configured account customer creation typically enabling better cash flow management and stronger business-to-business relationships.
Understanding account customer creation involves recognizing required customer information, credit term configuration, and account approval workflows to help retail operators focus on the right credit customer management activities, ensuring your retail strategy consistently drives better B2B relationships and controlled credit risk outcomes.
Account Customers can place orders without requiring an initial payment. Statements are generated, and payments can be made and processed at a future date. For a customer to be enabled as an "Account Customer" there are two mandatory requirements.
Create an Account Customer
To configure your Account Customers:
- Navigate to Customers > Customers
- Use the Search fields to find and edit an existing customer, or click New Customer
- Locate the Account Customer Settings section on the "Details" tab
- Update the details as required (see below for more information on each field)
- Click Save Changes
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Account Customer Settings
| Field | Details |
| Payment Terms |
Selecting Payment Terms will immediately turn a regular customer into an Account Customer so they can place orders without needing to meet the POS Minimum Deposit required.
To return the customer back to a non-Account Customer select "No Credit".
Credit terms are calculated from the end of the calendar month - the customer account will be due in the number days from the end of the month in which they received the goods e.g. If a customer was set to 30 days and ordered products on the 5th of March, the account would be due 30 days from the end of March.
Tip: You can update this setting for multiple customers at a time using Customer Mass Upload by adding the required terms (30, 60 or 90) to the Account Terms column.
|
| Stop Credit |
Tick this option to prevent the customer from ordering any further products on account (they can still purchase products by paying at POS)
📋 Note: If the POS Security feature "Allow the user to finalise a credit order for a customer with insufficient credit available" is enabled for various security groups the user will still be able to add a sale to the account.
|
| Credit Limit | The total amount available to be used on Account |
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