Creating customer credit accounts

With customer accounts you can extend store credit to customers and track their balances.

Customers with store credit can make payments using their account until their credit limit is reached. At which point, the customer can no longer make payments using their account until they pay towards the balance due. If a customer’s credit limit is set to 0, they must make a deposit to their account in order for them to make payments from their account.

To create a customer credit limit

  1. From the main menu, click Customers > Customers.
  2. Click the customer you want to create an account for and on the side menu click Account.
  3. Click + Create Account Now.
  4. Set the credit limit amount for the customer and click Save.
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