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    Creating a New Customer Account Type

    If you try to give a customer a credit account but find you have no options to select, this means you need to create one or more account types.

    From the main menu in Cloud POS backoffice, select Customers, Receipts, & Orders and then Manage Customer Accounts.  On the next page, select Manage Account Types:

    On the next page, click on New.  

    The only mandatory field to complete is Description, but if required you can also enter a Default Credit Limit and Grace Period.  Click Update to save your changes.

    In the example below, we have created an account type for club members, with a default credit limit of £300.00 and a grace period of 90 days:

    This now means that when we go to assign an Account Type to a customer's account, we have an option to select:

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