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