Step by Step Instructions 

Got to Mgmt.

Click on Customer.

Look for customer based of search criteria. (Name in this example)

Click on customer, and select account. (bottom-left of screen)

Here, we have 4 options when changing customer accounts.

• Change Status

• Change Limit

• Apply Payment

• Adjust Balance

Change Account Status, has the option to either.

• Open= Account can still add orders as normal

• Hold= Account is suspended, but cannot accept nor allow payment

• Close= Account is shut down

Change Limit= Increase or Decrease the Cut-Off amount on how much the account can spend.

Apply Payment= Pay how much the account is owed. (No Payment Type can be selected)

Adjust Balance= Without adjusting the cut-off mount, the amount remaining from hitting the cutoff amount can be added/subtracted.