How to perform an Account Client Sale

An account sale is used for clients who you have on account, or who you sell to with a finance charge, or who you sell to frequently and the pay multiple sales/invoices at once.  Account sales give you the ability to issue a  statement at the end of each month, and make payments across multiple account sales (for the one customer).

To preform an account sale just follow the steps below:

1. Start by creating a new sale with a customer. Refer to the knowledgebase article: 03. How to perform a sale in Swim
2. After selecting the customer, click on 'Account Sale'.
3. You can choose to manage the details for this client's account either now or after you have added items to the sale by clicking on 'Manage Account Client'. This will allow you to view a history for the client's account, as well as change any settings that need to be, such as the limit that the client is allowed to put on their account.
4. Add items to the sale as you would with a normal sale.
5. If making a payment now, click 'Make Payments' and you will be taken to the 'Account Client Management' screen where you can add payments to the sale as well as view previous payments that have been made.
6. From the 'Account Client Management' screen, you can also view reports on all of the accounts in your system by clicking on 'Reports', as well as creating and printing a statements for this particular account by clicking 'Account Client Statement'.

To watch the video on account sales, click here.