Activating Credit Account Functionality

Credit accounts can offer convenience and value to loyal wholesale customers. This allows you to create specific Customer Credit accounts in which they can either preload a balance amount or can be used to generate invoices for them for future use.

To create Credit accounts, we must first activate the function from the backend office. Start by logging in to your back office portal.

Once logged in, Click on Establishments, followed by Locations.

Select the Location you want to activate your credit account. Click Edit on the location of your choice.

Once in the Locations menu, click on Additional Setting Details followed by Credit Account functionality in POS, Click on Yes for the field.