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.
- Payment Term (or 30,60 or 90 days)
- "Credit Limit" greater then $0
To configure your Account Customers:
- Navigate to CRM> 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
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.
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|