Overview
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The assigning of a Group to a customer account allows you to process payments by group instead of by customer. |
Instructions
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Go to Setup >> Customers. |
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Click on the Search button to find the customer that you are going to set up the setting for. |
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Under the Actions column click on "Edit". |
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The Customer Information will pop-up, on the Setup tab click on the "Advanced" link. |
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To assign a Group simply type in the name of a preexisting Group or type a new one to be added if it doesn't already exist, then click on "Save". |
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Click on Save. |
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Administrators, Credit Managers, and Sales Managers can approve and reject customer credits by default. However, if you wish to enable a specific user with a different User Role to manage customer credits, there is a setting you can use to create this exception. This article explains how to enable the setting on a user level. |
Enable Users to manage their own Credits
To enable the setting, do the following instructions:
Go to Setup and select Users.
Search the User you are modifying.
Click on Edit in the Actions column.
Click on the Options tab.
Check the box next to Approve Own Credits.
Click on Save.
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User Roles enabled to perform this action: Admin. |
For more information on how to approve customer credits read How to Approve, Reject and Reopen Credits.
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