To process an account sale, you will need to select the customer within the sell screen and ensure the customer has the required permissions 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 Customer Management article for information on creating Customers and Customer Groups.

Allowing 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 Customer Account

Before you Finalise a Sale, you will need to add the customer to the sale. For further instructions see 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. 

Customer Account Payments

In Shopfront's Customer Management section, you can pay off debtor accounts, allocate credits, and delete payments. 

Pay off a Customer Account 

Navigating to the Payment Page

1. Select Menu
2. Select Customer Management
3. Select Customers
4. Search for the customer
5. Select View beside the customer's name
6. Select Balance & Payments
7. Select Make Payment

Make a Payment

1. Enter the amount the customer is paying into Payment Amount
2. Optionally enter the date the customer paid
3. Select the Register 
4. Select a Payment Method

You can either allocate a specific payment amount to each outstanding sale or enter a total payment amount and select Autofill. To finalise the payment, select Complete. 

Applying a Credit to an Customer Account

To receive a payment with a credit, you will first need to enter the full payment amount without allocating it to the customer's account. Once completed, you can allocate parts of the payment to outstanding invoices. The amount that is not allocated will remain on the balance as credit. 

To do so, you will need to select Make Payment for the particular customer.

1. DO NOT enter Allocations to the listed outstanding invoices 
2. Select Complete
3. Select Yes on the confirmation and follow the EFTPOS processing steps on the integrated terminal

Allocating a Credit

Once you have received an unallocated payment to a customer's account, you can allocate the credit to outstanding invoices.

1. Click on the previously processed Unallocated Payment on the Balance & Payment page
2. Click the Allocate button
3. Select the Autofill button at the bottom or manually enter the Allocations for outstanding invoices
4. Click Complete 
5. Click Yes to confirm

Void an Account Payment

Cancelling an account payment works similarly to cancelling a standard sale. The difference is that voiding account payments is done via the individual customer's Balance & Payments page rather than via the general Sales History.  You can choose to cancel a payment or refund payment to the customer.

Cancel a Payment 

You can choose to cancel a payment, this is essentially the same as using Cancel Sale from the sales history. This will not create a refund on the customer's original payment method. The payment will be marked as void in sales history. Any attached payments will no longer appear in reports. This payment will not appear on the customer's statements.

1. Navigate to Menu > Customer Management > Customers
2. Search for the customer by typing into the text box
3. Select View to the right of the customer's name
4. Choose the Balance & Payments tab to the right
5. Select the payment you wish to cancel
6. Click Cancel

Refund a Payment

You can choose to refund a payment, this is essentially the same as using Return Items from the sales history. Another payment will be created that is the opposite of this payment. The original payment will still exist. Attached payments will still appear in sales. This payment will still appear on customer's statements. This will refund the customer's payment method, which means that depending on the payment method the customer might need to be present for this.

1. Navigate to Menu > Customer Management > Customers
2. Search for the customer by typing into the text box
3. Select View to the right of the customer's name
4. Choose the Balance & Payments tab to the right
5. Select the payment you wish to refund
6. Click Refund

Viewing Customer Balances and Statements

We've made it easy to view all customer's balances and quickly display their statements.

1. Select the Menu icon
2. Select Customer Management 
3. Select Balances
4. Optionally, if you only want to view customers who have a particular outstanding balance, you can enter a minimum and maximum customer balance, you will need to select Filter after doing so
5. Next to the name of the customer select View Statement
6. Enter a date range, any invoices that fall outside the date range will appear as overdue, invoices inside the date range will appear as current, a dotted line will separate these invoices on the statement
7. Choose the Statement Template and Select View
8. You will now be able to choose to Print, Save or Email the statement
9. To navigate to the next statement select the arrow located to the right of the statement border