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Client Account

Client accounts for customers are established and managed in the store admin panel.

View Client account details

Client account details for each customer can be viewed on the customer details page

Client Account

Credit settlement

Customers with client accounts can purchase products using credit in specific stores where they have their client accounts. Customers can specify the settlement frequency in days, weeks, and months. The bill will be generated, and the customer can settle the outstanding amount.

To make a settlement.,

  • Navigate to the 'Customer' tab and select the specific customer.
  • Click on the 'Make Settlement' button, and a popup to enter the amount will appear.
  • In this window, we can either select or enter the amount that we need to settle
  • Select the required payment method, enter the amount, and click the 'Settle' button.
  • A 'Payment Success' popup will appear.

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A credit limit can be defined, and credit usage can be restricted to this limit from the Admin Panel.