How do I close Purchase on Account for a customer (accounts receivable)?

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

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