Creating Customer Accounts

How to create customer credit accounts:

1. Open customer in the sidebar menu
2. Look up the customer in question
3. In left menu open the account tab
4. click the plus sign to create a new account
5. Set the appropriate credit limit
6. Save and return to the main screen
7. In the payment screen, you will now find an account payment method with its available balance
8. When the customer incurs charges on the credit account you be able to view them under the customer's accounts tab within their customer profile

To make a payment on the account:

1. Search for the customer in the customer search bar
2. Directly open the payment screen with no items in the transaction
3. Select make payment
4. Select the appropriate payment type
5. The payment will be applied to the payment window
6. Finish the sale to pay off the account