Client Accounts
Client accounts for customers are managed fom here.
List all client accounts
Here we have list of all client accounts based on customer and stores. The credit limit, totsl due amount and account's active/inactive status can be viewed in the listing.
Add new client account(s)
Admin can add one or more client accounts for the selected store along with configurations sucha as Opening credit/Carry forward, Maximum credit amount, restrict limit and statement frequency.
| Name* | Name of the customer |
| Store* | Name of the store |
| Opening Credit/Carry Forward | While creating a new client account, admin can add "Opening credit" if there is some old unsettled credit and admin wants to migrate the account to BTill POS. For an already existing customer, it will be the carry forward balance from the last bill cycle. |
| Maximum Credit Amount | Set a maximum credit limit. |
| Restrict credit | Whether or not to stop purchase through client account once maximum credit is reached, until account is settled. |
| Settlement frequency | Frequency in days, weeks, or months at which account will be settled. |
| Account Status | Active/Inactive |
Admin can view and update a client account.
Client Account Detail
Client Account details can be edited, client account transaction can be viewed and accounts can be viewed in the detail page
Client Account Basic Details
Client Account transaction details
Transactions done by the customer in a particular store using client account will be listed.
| Transaction ID | ID of the transaction |
| Date & Time | Date and time of the transaction |
| Amount | Amount for which the client account transaction is done |
| Transaction Type |
Purchase : If client account credit is used for transaction and amount is debited from credit as due amount, transaction type will be Purchase type Payment : If any refund amount is credited to client account transactions, the transaction type will be Payment type |
Client Account - Accounts details
Client account can be mapped to accounts details by adding the account name, account code and split %
Client accounts - from customer's detail page
In customer's detail page, there is a tab "Client Account". From here also admin can manage customer's client accounts.
