Setting up a client with a chargeable account

Chargeable Accounts allow negative deductions to a client's Account Balance when making a sale. This allows payment for Services or Products at a later date.

This article will detail how to enable chargeable accounts on the Client Profile.

Enabling a chargeable client account

Steps

1. Navigate to the Clients menu
2. Search for the relevant client

3. Select the Client Profile
4. Scroll down to the Account Balance section

5. Check "Allow negative balances & chargeable account"

6. Save the Client Profile