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    Customer Accounts // 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.

    Go to the backoffice, on the menu click on 'Customers, Receipts, & Orders' and then select 'Manage Customer Accounts', on the next page select 'Manage account Types':

     On the next page click the new link, this opens up 3 fields, all that is required is for you to give the account type a description and then save it. If required you can also enter a default credit limit and grace period. In the example below i have created an account type for club members:

    This now means that when i go to assign an account type to a customer I can select the one just created:

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