You can add a new Customer Account to your Credit Account Functionality. Once on the dashboard, click ‘Rewards & Loyalty’ on the left menu bar and go to ‘Rewards Customers’.
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Once inside the Rewards & Customers Page, click ‘Create’ in the top right corner.
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Fill in all the required details for Basic Details.
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Click ‘Credit Account’ and turn on the button and fill in the remainder details.
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Click ‘submit’ and a Credit Account has been created.
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Account Fields
Name*:
Enter the Customer name here.
Address1*:
Please enter the customer’s first line of the address.
Address2*:
Please enter the customer’s Second line of the address.
City*:
Please enter the name of the customer's city.
State*:
Please enter the customer’s State.
Phone Number*:
Please enter the Customer’s Phone number
Email*:
Please enter the customer’s email.
Notes:
Please enter notes for the account.
Credit Limit*:
Please indicate the maximum credit limit available for the customer. Cashiers cannot create an invoice for this customer if it exceeds the limit.
Tax Exempt*:
Is this account eligible for tax exemption? If yes, then select the Yes option
Exclude from Reward Calculation*:
Select yes for this option if you don't want to give reward points on sales of goods from this credit account.
*
= Required