Debtor accounts let customers charge purchases and pay later. Commonly used by organisations shopping at local stores.
Creating a Debtor Account
Navigate to the Accounts tab in Convenience and select Account Masterfile.
- Select Add in the Account Masterfile
- Enter a customer account number (recommend ascending order from 1)
- Select OK
- Fill required fields:
- Name: Customer's full name
- Short Name: What displays at the register
- Type: Select Debtor Only
💡 Tip: For accounts with both charging and loyalty, choose Debtor + Loyalty account type.
- Select OK to save
ℹ️ Note: You can now send this account to tills and start using it. Continue below for optional configuration.
Optional: Configure Account Settings
Set credit limits, fees, and terms directly in the account window:
Credit Limit: Enter maximum debt allowed (e.g., 500 for $500 limit)
Account Fee: Enter monthly account keeping fee
Terms: Payment terms in days (default: 30)
💡 Tip: See the Configure Account Settings and Set Customer Discounts articles for detailed help
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Sending Accounts to Tills
- Close Account Masterfile
- Select Send Accts to Tills in the Accounts tab
- Select Process
The account is now ready to use at all registers.
Next Steps
Your debtor account is ready to use. Explore these articles for advanced features.
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Continue the series to learn the other account types.