How to set up a charge customer

The steps to creating a charge customer are listed below:

1. Go to the Customer Center

2. Select the customer you want to make a charge customer

3. On the customer form, go to the Financial tab

4. Under Terms, set the type to 50

5. Under Credit Information, set a credit limit

6. Select Save


Now, upon returning a contract for this customer you can select “Charge to AR”.

NOTE. The “Charge to AR”option is not available upon saving the contract. Though you are required to enter deposit information, the Charge to AR function will not appear until you are returning the contract.


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