You can manage account customer details including credit limits, payment terms, and account status to maintain healthy credit relationships and minimize payment risk. This improves your retail operations by providing ongoing account oversight, with properly configured account management typically enabling better credit control and timely payment collection through proactive account monitoring.
Understanding account customer management involves recognizing credit limit adjustments, payment term modifications, and account status changes to help retail operators focus on the right credit relationship workflows, ensuring your retail strategy consistently drives better payment collection and reduced credit risk outcomes.
Account Customers are customers that have a Credit Limit, for which they can make purchases and pay for the sales later. Using the Account Customers features, you will be able to send customer statements, take payments, and more.
Making sales to account customers is as simple as processing a normal Cash & Carry POS sale but without a payment. As long as the customer is set up as an account customer with a credit limit, the POS will finalise without payments even though the goods are fulfilled.
To set up and manage Account Customers use the specific instructions below, each section of which outlines the intended function/feature of Account Customers.
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