Set up Purchase on Account for a customer (accounts receivable)

  1. In the customer record, locate the Purchase on Account section.
  2. From the Status drop-down menu, select Active.
  3. In the Credit Limit field, enter the maximum total amount the customer may charge.Sherpa Tip: This balance is shared between store locations.
  4. In the Terms field, enter the default payment terms (e.g. NET 30).
  5. Check Require Purchase Order Number if the customer requires a purchase order for all charges.
  6. In the Special Instructions field, enter any additional notes about the customer’s account.
  7. In the Billing and Shipping Address sections, ensure an address is entered.
  8. Click Save.
 

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