Home > Accounts > How Do I...? > Set Up A Customer Account?

How Do I Set Up A Customer Account?

The section explains how an existing customer can be given an account. If the customer does not exist, they must first be added to the system by being set up on the till or the back office. (see How Do I Add A New Customer?).

Pre-requisites:

Customers, Locations.

1

Select the Customers task from the Main Menu.

2

Start the Customers task from the menu.

3

Find the customer you want to give an account to.

4

Click the Accounts tab. Any account the customer already has is listed in the grid.

5

Click the New button.
 The following window is displayed:

6

Select the required type of account from the drop down box.

7

If applicable, set the payment terms to the required type. This is used to determine when payment is due. It is also used when printing statements to select the accounts that need printing.

8

Set the Credit Limit to the maximum amount the customer can spend.

9

Click the OK button to return to the main window. 

10

Click the Save button.

Converted from CHM to HTML with chm2web Pro 2.85 (unicode)