Set up contractor accounts with credit and terms

Create trade customers with credit limits, pay terms, price groups and opening balances.

1. 1

   Create a customer group

   Contacts → Customer groups: e.g. Trade 10%.

2. 2

   Or a selling-price group

   For set trade prices per item instead of a percentage.

3. 3

   Add the contractor

   Company name, tax number, phone, address.

4. 4

   Set credit limit and pay term

   For example limit 5,000 and pay term 30 days.

5. 5

   Enter the opening balance

   What they owe from your old system.

6. 6

   Sell on account

   Choose the customer at the till and finalise the sale as due.