Customer Accounts

Customer Accounts


Overview

The Account Customer function allows businesses to provide customers with a credit facility. Account Customers can make purchases up to an assigned credit limit and settle the balance after receiving a monthly statement. This streamlines transactions for trusted customers and ensures accurate tracking of outstanding balances.

How to Create an Account Customer

  1. Create or edit the customer record in Retail Edge as normal.
  2. Navigate to the Options tab and tick the Customer Account Customer checkbox.
  3. Enter the agreed credit limit for the customer.

Once configured, the Cust. Ac. button will display in green when the customer is loaded into the POS, confirming their account status.

Making a Purchase Using an Account

  1. Choose the salesperson and load the account customer record.
  2. Add items to the POS as normal.
  3. At the payment screen, select Cust. Ac. as the payment method and finalise the transaction.

The purchase amount will be charged to the customer’s account balance, reducing their available credit.

Making a Payment Towards an Account

  1. Choose the salesperson and load the account customer record.
  2. Click Make a Payment and enter the payment amount.
  3. Choose the payment method (e.g. cash, card, EFT) and complete the payment as normal.

The payment will reduce the customer’s outstanding account balance.

Generating Customer Statements

  1. Go to the main Edge screen and navigate to Customer → Statements.

  2. Enter the specific customer name, or choose to generate statements for all account customers.

Statements can be run monthly or as required to provide customers with a summary of their account activity and outstanding balance.

Best Practices

  • Set Realistic Credit Limits: Agree on limits that reflect the customer’s purchase history and reliability.
  • Monitor Account Balances: Regularly review outstanding balances to ensure customers remain within their credit limits.
  • Run Monthly Statements: Generate and issue statements consistently to maintain clear communication with customers.
  • Document Agreements: Keep signed agreements or terms of trade on file for all account customers.
  • Encourage Prompt Payments: Send reminders for overdue accounts to maintain healthy cash flow.


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