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’.
Once inside the Rewards & Customers Page, click ‘Create’ in the top right corner.
Fill in all the required details for Basic Details.
Click ‘Credit Account’ and turn on the button and fill in the remainder details.
Click ‘submit’ and a Credit Account has been created.
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