Client Accounts
Client Accounts allow businesses to manage credit-based purchases for customers such as corporate clients, business partners, and other account holders. A Client Account is managed as an independent entity and can be configured with its own credit limits, billing addresses, statement preferences, and payment settings.
Client Accounts provide a centralized way to manage customer credit, track outstanding balances, generate account statements, and record payments and deposits. Each client account is associated with a single store and is identified by a unique account number generated by the system.
Client Account Listing
The Client Accounts page displays all client accounts configured for your stores. It provides a quick overview of each account and allows administrators to search, view, and manage client accounts.
The listing displays key information including:
- Account Number
- Client Account Name
- Store
- Current Balance
- Credit Limit
- Account Status
- Statement Frequency
From this page, administrators can:
- Create a new client account.
- Search for client accounts using the account name or account number.
- View the details of an existing client account.
- Edit a client account.
- Activate or deactivate a client account.
Create Client Account
To create a new Client Account:
- Navigate to Client Accounts.
- Click Add Client Account.
- Enter the required account information.
- Save the client account.
Upon successful creation, the system automatically:
- Generates a unique 4-digit Account Number.
- Creates the client account.
- Sends an email notification to the email address configured for the primary address.
Basic Information
The following information can be configured when creating a client account.
| Field | Description |
|---|---|
| Client Account Name | Name of the client account. This field is mandatory and does not need to be unique. |
| ABN Number | Australian Business Number associated with the client account. This field is optional. |
| Store | Store to which the client account belongs. A client account can be associated with only one store. |
| Account Status | Indicates whether the client account is Active or Inactive. |
| Credit Limit | Maximum credit available for the client account. |
| Statement Frequency | Frequency at which account statements are generated (for example, Weekly, Fortnightly, or Monthly). |
| Due Date | Number of days after the statement date when payment becomes due. |
Addresses
Each client account must have at least one address.
For every address, the following information is required:
- Name
- Address
- Email Address
- Phone Number
One address must be marked as the Default Address.
The default address is used as the Bill To address in invoices and client account statements.
Email Configuration
Configure the email recipients for automatic communication.
Auto-send Statements To
Specify one or more email addresses that should automatically receive client account statements.
Auto-send Invoices To
Specify one or more email addresses that should automatically receive invoices generated for purchases made using the client account.
The email address configured in the default billing address automatically receives invoices in addition to the recipients configured under Auto-send Invoices To.
note Each Client Account is automatically assigned a unique 4-digit Account Number by the system after creation. This account number is used to uniquely identify the client account throughout the system.
