Support corporate and regular house accounts with terms, limits and invoicing.
What you can do in this section
- Create account customers and set credit limits
- Invoice management and reconciliations
- PO references and reporting
- Permissions and approvals
Quick start
- Create an account customer and set terms.
- Place a test account order and invoice it.
- Reconcile a payment and confirm reporting.
- Document internal process for staff.
Related help
- Managing Your Customers
- Managing Your Orders & Workflow