Close Purchase on Account for a customer (accounts receivable)

← Sales

Temporarily suspend a customer’s Purchase on Account privileges

Suspending a customer’s account allows payments to be applied against their balance, but charges cannot be made.

  1. In the customer record, locate the Purchase on Account section.
  2. From the Status drop-down menu, select Closed.
  3. Click Save.

Permanently remove a customer’s Purchase on Account Privileges

Closing a customer’s account prevents charges or payments from being made to their account. Accounts cannot be closed until they are paid in full.

  1. In the customer record, locate the Purchase on Account section.
  2. From the Status drop-down menu, select Closed.
  3. Click Save.

Additional Resources




Sales

  1. Run a sales transaction
  2. Complete a return
  3. Create a layaway
  4. Create a quote
  5. Add a customer
  6. I messed up a sale/payment. How do I fix it?
  7. Change a Tax Rate during a sale
  8. Set up a category flat tax
  9. Create a sales promotion
  10. Add or edit products for an existing sales promotion
  11. Download coupons using the Coupon Wizard
  12. Discounting By Quantity Purchased (Kits)
  13. Record a payout
  14. Sell a Gift Card
  15. Sell a Gift Certificate
  16. Issue In-Store Credit
  17. See sales totals for my customers (like what they owe us, what we owe them, and what they've spent over time)
  18. Create, edit, and use coupons
  19. Use the Cash Drawer Counter
  20. Add a country in Ascend
  21. Add a Tax Exception Reason
  22. Create custom payment types
  23. Print a large receipt for a transaction
  24. Exchange a product for a customer
  25. Use rounded payments
  26. See who took a payment
  27. Change the customer in a transaction
  28. Charge a purchase to Purchase on Account (accounts receivable)
  29. Set up Purchase on Account for a customer (accounts receivable)
  30. Close Purchase on Account for a customer (accounts receivable)
  31. Post a payment to Purchase on Account (accounts receivable)
  32. Send invoices for Purchase on Account (accounts receivable)
  33. Handle Special Order items
  34. Process a cash payment
  35. Process a check payment
  36. Process a custom payment type
  37. Process an eCommerce payment
  38. Process a financing payment
  39. Process a gift card payment
  40. Process a gift certificate payment
  41. Process an in-store credit payment
  42. Manually process a credit card, Trek Card, or gift card payment
  43. Process credit or debit card payments using the (Ingenico) payment terminal
  44. Process a Trek Card payment
  45. Process a trade-in payment
  46. Manage Discount Reasons
  47. Discount items on a transaction
  48. Create and Use Customer Groups
  49. The importance of customer data capture

Feedback and Knowledge Base

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