With an account customer, you can perform the following:
- Perform invoice sales to their account, to which they can pay at a later date.
- Send statements to show their outstanding account balance/debts.
- (Newsagencies) Create delivery/putaway orders for newspapers or magazines.
To Create / Enable Account Customers
![](https://img.zohostatic.com/zde/static/images/info.png)
For instructions on creating a new customer, click HERE
- From the Customer Screen:
- Click on the Other tab near the bottom left of the screen.
- Tick the Account Customer tick-box.
- Click Save.
- If you add the customer from the Find Customer Screen:
- Go through the Customer Wizard until you reach the Other Details screen.
- Tick the Account Customer tick-box. Fill out the other details as required.
- Click Finish.
You can also set Retailer to enable account customers by default:
- On the top menu bar of Retailer, click on Setup -> System.
- Click on the Customers tab.
- In the When Adding New Customers section, select Add them as Account Customers.
- Click Save.
Customers that are setup as an Account customer, will have aging, which affects how transactions show due dates and payment terms.
![](https://static.zohocdn.com/zoho-desk-editor/static/images/info.png)
Click HERE for more information on how Aging works and how it affects statements and invoices.
Managing Account Customers
![](https://img.zohostatic.com/zde/static/images/info.png)
Click HERE for more information about performing invoice sales against an account customer.
![](https://img.zohostatic.com/zde/static/images/info.png)
Click HERE for more information about performing cash sales when the customer simply wants to pay on the spot.
![](https://img.zohostatic.com/zde/static/images/info.png)
Click HERE for more information about checking a customer's balance and transaction history.
![](https://img.zohostatic.com/zde/static/images/info.png)
![](https://img.zohostatic.com/zde/static/images/info.png)