How to Set Up the Customer Store Accounts in coreSTORE

Store Accounts are used to allow for a customer to buy on an account that is tracked by the store. This is basically a credit line with the customer. Using this feature allows for a flexible way for a customer to pay for products.

To enable this feature, go to Store Config/Setting and check the box "Customers Store Accounts."

Using Store Accounts

Once enabled, a new payment method "Store Account" is added to the payment list in the sales module:

The store account balance will be noted on the customer attached to a sale:

To add a payment to a store account, simply add items to a sale, select a customer, then add a payment method of store account. After completing the sale their balance will display on the receipt.

Paying On a Store Account

Store accounts are not any good if you cannot pay down the balance. Fortunately, paying a store account is easy.

To do this, go to the sales register and simply the "register mode" to store account and then select a customer. Then enter the payment amount and method and complete the sale. A receipt will be shown and the balance displayed on the receipt.

Complete the transaction similarly to how you would with a sale. Click Pay next to a sale transaction and then complete sale.

Store Account Reports

You can run store account reports just like any other report. There are three of them: Detailed, Summary and Statements:

You can View, Print, Or Email the statement to the customer:

Here is an example of a store account statement email: