Setup of Store Accounts
Store Accounts are used to allow for a customer to buy on an account that is tracked by the store. This is basically a credit line with the customer. Using this feature allows for a flexible way for a customer to pay for products.
To enable this feature to Store Config/Setting and check the box "Customers Store Accounts:"
Enable Customers Store Accounts Setting
Using Store Accounts
Once enabled a new payment method "Store Account" is added to the payment list in the sales module:
The store account balance will be noted on the customer attached to a sale:
To add a payment to a store account simply add items to a sale, select a customer, then add a payment method of store account. After completing the sale their balance will display on the receipt
Paying on a store account
Store accounts are not any good if you cannot pay down the balance; fortunately paying a store account is easy.
To do this, go to the sales register and simply the "register mode" to store account and then select a customer. Then enter the payment amount and method and complete the sale. A receipt will be shown and the balance displayed on the receipt.
change mode to Store Account Payment
add a Customer
Complete the transaction similarly to how you would with a sale. Click Pay next to a sale transaction and then complete sale.
Store Account Reports
You can run store account reports just like any other report. There are 3 of them: Detailed, Summary and Statements:
Generating Customer Statement
You can View, Print, Or Email the statement to the customer:
Here is an example of a store account statement email:
Store Account Statement Email