Account Sales
Customers with accounts can purchase items and pay later. This guide covers how to process account sales.
What is an Account Sale?
An account sale is when a customer:
Takes products today
Payment is added to their account balance
They pay the balance later (e.g., monthly)
This is common for:
Trade customers
Regular business customers
Wholesale orders
Processing an Account Sale
Step 1: Select the Customer
In POS, click Select Customer
Search for the customer
Click to select them
Step 2: Add Items
Add items to the cart as normal.
Step 3: Pay on Account
Click Pay
Select Account
Review the details
Click Complete Payment
The sale amount is added to their account balance.
Credit Limit Checks
Before completing an account sale, AERIS checks:
Current balance + new sale is within credit limit
If Over Credit Limit
You'll see a warning message. Options:
Take partial payment - Customer pays some now
Request approval - Manager can override
Cancel - Don't proceed with the sale
Viewing Account Status
When a customer is selected, you can see:
Field | Description |
|---|---|
Current Balance | What they currently owe |
Credit Limit | Maximum they can owe |
Available Credit | How much more they can purchase |
Overdue Amount | Unpaid invoices past due date |
Credit Hold
If an account is on credit hold:
You cannot process account sales
The customer must pay their balance first
Contact your manager for assistance
Learn more about customer payments
Tips
Always check the customer's balance before large account sales. This avoids awkward conversations.
If a customer has overdue invoices, remind them to make a payment before adding more to their account.
Common Questions
Can I split between account and other payment?
Yes! Use split payment:
Enter amount to go on account and choose Account
Click Add Payment Method
Pay some on card/cash
Click Complete Payment
What if the customer doesn't have an account?
They need an account set up first. A manager or admin can create one, or you can process a regular sale with immediate payment.
How do customers know what they owe?
You can:
Tell them their balance at the register
Print a statement for them
Email them a statement