In this guide you will find information of How to use Account Payment Feature
| Why | Stores may have a customer who would like to set up an account to pay for orders by invoice (weekly or monthly) instead of at the time of ordering. |
| What | Customers wishing to set up an account must be approved by the owner / franchisee owner |
| Version | All versions (updated for 5.45 and above) |
| When | Used during Order Taking |
| Who | Manager approval required to set up account |
| Restart Required | No |
Confirm the payment type is present and set to 'No Check'
Set Min. ref. length for account to '3'
Navigate to Manager -> Settings -> Accounts and add accounts
Access the customer profile you’d like to link to an account and click on “Change Address”.
Select the address that the Credit is to be applied to (if the customer has more than one you will need to repeat this for each address)
When first selecting 'Change address' it will default to adding a New Address and the Account Button will not be visible.
Then select the “Mail, Blacklist, Credits & Accounts” button
Select 'All Account' and click 'Done'
Manager approval is required
When finalizing the order – click 'Yes' on the pop up window if you would like to take a payment using account payment type
Enter the Account Number you want to link the order to.
The change will reflect in the payment information box
SAL-97 will show information about the orders paid with Account method
