renan harbiyeli's picture
Sep 01, 2013
8840 views
Reputation: 1

Using Customer Accounts

How can i send the customer debth to customer accounts .  At the payment screen i can click cash  or credit card. but the customer account button doesnt works.  İ guess there must be some settings to do. but i couldnt find.  Thank u.

3 answers

ardakose's picture
ardakose
Sep 02, 2013
Reputation: 509

Hi. U must create an account for your customer. when u create a customer u see save and cerate an account buttons. if u didnt create an account for ur customer, customer account button does not works. 

JohnSCS's picture
JohnSCS
Sep 02, 2013
Reputation: 271

When you created the Customer did you click 'Create Account' ?

Do you have an Account Type set for Customers ? And if so is it a credit or debit account?

If it is credit, then by default you can't use the account unless there is a credit balance (prepay), or you need a custom field in the Customer Entity Type called 'Credit Limit' and set a value for how much they can spend in total - like $200.00

 

Kampuchea's picture
Kampuchea
Sep 03, 2013
Reputation: 3

I am having the same problem and having a hard time understanding the whole credit vs debit account settings.

Credit - It's like a prepaid account. The account has to be in credit to be used. This type is used mostly for Customer Loyalty.
Debit - Your tradional account of book it up and pay later.

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