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Step by Step Instructions 

Got to Mgmt.

customer_account_options_1.png

Click on Customer.

customer_account_options_2.png

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

customer_account_options_3.png

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

customer_account_options_4.png

Here, we have 4 options when changing customer accounts.

  • Change Status

  • Change Limit

  • Apply Payment

  • Adjust Balance

customer_account_options_5.png

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

customer_account_options_6.png

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

customer_account_options_7.png

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

customer_account_options_8.png

Adjust Balance= Without adjusting the cut-off mount, the amount remaining from hitting the cutoff amount can be added/subtracted.customer_account_options_9.png

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