To process an account sale, you will need to select the customer within the sell screen and ensure the customer has the privileges to put a sale on an account.
A customer must be part of a customer group to enable the on account sales feature.
If required, refer to the following article for steps on How to Create a Customer and creating Customer Groups.
Allow Account Sales for a Customer Group
To enable Allow Account Sales for an exiting customer group, follow the steps below;
- Select the Menu icon
- Select Customer Management
- Select Customer Groups
- Select Edit beside the customer group name
- Scroll to Account Sales and enable Allow Account Sales
- Save
To enable Allow Account Sales for a new customer group, follow the steps below;
- Select the Menu icon
- Select Customer Management
- Select Customer Groups
- Select Add Customer Group
- Type a name for the Customer Group followed by Create
- Scroll to Account Sales and enable Allow Account Sales
- Save
Putting a Sale on a Customers Account
Before you Finalise a Sale, you will need to add the customer to the sale. See the article for steps on How to Add a Customer to the Current Sale.
Once the sale is ready to process, select Finalise Sale and select the payment method On Account.
Note; For details on how to make the account payment please refer to the article on How to pay off Customer Accounts.
Note; For details on Email Receipt Configuration please refer to the article.
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