In this video, we demonstrate how to convert a regular customer into an AR customer to provide store credit. We show the process of accessing AR Aging, selecting a customer, adjusting credit terms, and saving changes.
Converting a Customer to an AR Customer
Key Steps
Navigate to AR Aging by clicking on the menu, selecting Accounts Receivable, and then clicking on AR Aging.
Click on the Plus AR Customer button to view a list of customers who are not currently AR customers.
Search for the customer you want to convert by typing their name in the search bar and selecting them.
Set the default terms for the AR customer, including credit limit, interest rate, fees, and credit limit threshold.
Save the changes by clicking on the save button.
To edit the information for a customer, use the search field to find them, and click on the pencil icon to make changes.
Cautionary Notes
Ensure that the customer you are converting is an existing customer in the system.
Double-check the information entered for accuracy before saving the changes.
Make sure to remove any filters in the search field if you are unable to find a customer.
Tips for Efficiency
Familiarize yourself with the default terms to expedite the process of setting up credit for customers.
Regularly review and update customer credit terms to ensure accuracy and compliance.
Communicate any changes in credit terms to relevant team members to avoid discrepancies in customer accounts.