How to Set Up the Customer Store Accounts in coreSTORE

Created by Ezra Weinstein, Modified on Fri, 02 Dec 2022 at 04:56 PM by Hannah Harris

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:

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article