Managing Customers

How to process a sale for an account customer

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;

  1. Select the Menu icon
  2. Select Customer Management 
  3. Select Customer Groups
  4. Select Edit beside the customer group name
  5. Scroll to Account Sales and enable Allow Account Sales
  6. Save

To enable Allow Account Sales for a new customer group, follow the steps below;

  1. Select the Menu icon
  2. Select Customer Management 
  3. Select Customer Groups
  4. Select Add Customer Group
  5. Type a name for the Customer Group followed by Create
  6. Scroll to Account Sales and enable Allow Account Sales
  7. 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

 

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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.