Creating a House Account

Modified on Wed, 06 Sep 2023 at 01:15 PM


Creating a House Account

On the Take Order screen enabling the check box "House Account" and completing the order will create a House Account for the customer attached to that order.

Turning an Existing Customer Profile into a House Account

Navigate to Orders ➜ All Customer. Search and select the customer. Navigate to the House Account tab. From the drop down menu titled "Status", select Enabled and click Save Customer.

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