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Credit Terms

If a commercial customer wishes to charge a transaction, you may want to first check his or her credit. The Customer Credit Terms screen will display the credit information that is also included on the Account Credit Check screen.

Follow the steps below to view a customer’s credit information 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 Terms button to access the Customer Credit Terms screen.
3. The Customer Credit Terms 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.

Note: These fields (Credit Terms, Credit Limit, Available Credit) will also be displayed in the Account Credit Check screen that is accessed by the Credit Check button.

See also