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

For instructions on creating a new customer, click HERE

  • From the Customer Screen:
    1. Click on the Other tab near the bottom left of the screen.
    2. Tick the Account Customer tick-box.
    3. Click Save.
  • If you add the customer from the Find Customer Screen:
    1. Go through the Customer Wizard until you reach the Other Details screen.
    2. Tick the Account Customer tick-box. Fill out the other details as required.
    3. Click Finish.

You can also set Retailer to enable account customers by default:

  1. On the top menu bar of Retailer, click on Setup -> System.
  2. Click on the Customers tab.
  3. In the When Adding New Customers section, select Add them as Account Customers.
  4. Click Save.
Customers that are setup as an Account customer, will have aging, which affects how transactions show due dates and payment terms.
Click HERE for more information on how Aging works and how it affects statements and invoices.

Managing Account Customers

Click HERE for more information about performing invoice sales against an account customer.
Click HERE for more information about performing cash sales when the customer simply wants to pay on the spot.
Click HERE for more information about checking a customer's balance and transaction history.
Click HERE for more information about performing payments to customer accounts.
Click HERE for more information about generating and sending statements to account customers.