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    Setting up a Customer Credit account

    Setting up a Customer Credit account

     

    In order to sell to a customer’s credit account first you must give the customer a credit limit.

    Navigate to back office and select the customer list:

     

    Click to edit a customer:

     

     

    Within the customer card, scroll down to the bottom of the page to the ‘Account Transactions’ section.

    Set the customer to have a credit account and give the customer a relevant credit limit.

     

     

    Click Save to complete your changes.

    Last updated at December 20th, 2017

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