Looking Up Account Details

1. Click on the toolbar.

The Appointments for window displays.

2. In the Client field, type the client's name in "lastname,firstname" format and press Enter, or double-click in the field and locate the client's profile using the Quick Search window.

The client's details display.

3. Right-click on the client's name and select Edit/View This.

The client's profile displays.

4. Click the Account tab.

The client's account details display.

5. Complete the following as necessary:

• Set a credit limit for the client

  1. Click Edit.

  2. In the Credit Limit field, type a credit limit for the client.

  3. In the Terms field, select the number of days after purchase that the client has to clear the balance of their account.

  4. Click Save.

   

• Prevent the client from making account charges

  1. Click Edit.

  2. Deselect Allow Account Charging in Register.

  3. Click Save.

   

related links

Defining Account Terms

Ringing Up an Account Payment

Looking Up Purchase History