Credit accounts can be created from the back office portal; remember to set the Permissions for account creation if it is to be handled by a NON-Admin account. Log into the Octopos Back Office by entering your email and password to create an account.
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Login Fields :
Email*: Insert your email address in this Field.
Password*: Insert your Password here.
* = RequiredOnce on the dashboard, Click Customers on the left menu bar.
Once inside the Customers Page, click Create in the top right corner.
Fill in all the required details for Credit customer creation, and click Submit to create the Credit account.
Customer 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