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Credit Check


 

Overview

 

A commercial account can be assigned a credit term with your business; this is used for a commercial account paying for purchases with a house charge. The credit term designates the payment term for the pay off on the house charge. The Account Credit Check screen will display a breakdown of the customer’s credit terms and balances. See Terms Code for information about setting up additional Credit Terms and Account Records for assigning a term to an account record.

 

 

Steps: Credit Check

 

 

Follow the steps below to view a customer’s credit information and balances from the Point of Sale:

 

  1. Click on the Customer Information box displaying the customer’s name to access the Customer Information screen. (See Retrieving an Existing Customer for more details.)
  2. In the Customer Information screen, click the Credit Check button to access the Account Credit Check screen.
  3. The Account Credit Check screen will display the following fields:

 

 

Note: The credit information fields (Credit Terms, Credit Limit, Available Credit) will also be displayed in the Customer Credit Terms screen that is accessed by the Credit Terms button.




See also

Adding A New Customer - Installer
Linking A Customer To A Vehicle - Installer
Retrieving An Existing Customer - Installer
Edit/Modify An Existing Customer - Installer
Credit Terms
Tax Rate Status