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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