Setup Credit Limits and Invoice Terms

In the customer card, you can set credit limits so customers can choose to pay on account rather than paying when they checkout.

  1. From the Neto dashboard, navigate to Customers > View customers & prospects and click on the customer you wish to edit or alternatively create a new customer.

  2. Scroll down to Payment details and set the Default Invoice Terms for the payments, eg. 30 days from invoice due date.

  3. Scroll down to Account section and set a Credit Limit amount for the customer. Customers will then be able to check out on account credit to that maximum limit. You can see the balance on the right hand side.

  4. Once complete, navigate to Setup & Tools > Payment methods > Add new payment method and select Customer Account Credit if not already installed. This will allow customers with credit accounts to checkout. This will not display to customers who do not have these accounts.

  • Last Modified: 28/09/2016 Neto Version: 6.4