Creating credit accounts
Credit accounts are a great way to extend credit limits to your customers. By doing so, customers can pay for sales with their credit account until their credit limit is reached. Once they've reached their credit limit, they'll need to make payments towards their balance due to continue using their credit accounts.
To create a credit account:
- From the main menu, click Customers > Customers.
- In the Customer field, type your customer's searchable details. You can also use the available filters to narrow your search results.
- Click the customer you want to create a credit account for.
- From the left menu, click Account.
- Under the Create Primary Account section, click + Create Account Now.
- Optionally, enter an amount in the Credit Limit field.
- Click Save Changes.