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Credit Check

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.

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:

• Credit Terms: This shows the terms that have been selected in the Invoice Terms field on the account record. (See Terms Code for information about setting up additional Credit Terms).
• Credit Limit: This shows the maximum dollar amount that can be charged by the customer.
• Available Credit:  This shows the amount of credit available to the customer. (The original Credit Limit minus unpaid charges made by this account.)
• Current and Past Due Charges: This section displays a breakdown of the account balance, listing all charges for current totals and past due totals.
• Account Balance: This section displays the current account balance. This total includes past due and current charges.
• Past Due Amount: If any of the account’s balance is past due, this field will list the total of all past due charges.

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