While on the account sale screen select manage account

Select account options.

In the payment terms fieldselect the terms from the drop down list. 

If you are charging finance, next to finance charge select yes and enter in the percentage

If you want to place a limit on the account, enter that amount in the account limit field.

Selet save changes.

 

Note

You can set up the default payment terms and account limit for all account sales by going to utilities, sales, account sales.

These defaults once set up will apply for all new account sales.

You can then override the default by using the steps above.