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Creating On Account Sales

On Account sales are used to track product purchases that the customer intends to pay at a later date.

Each account sale is a separate invoice the customer will need to pay. If you'd like to add a sale to an existing invoice, you'll need to find and open this account sale again. Do not do this if your store uses the Xero integration.

To place a sale On Account:

    1. Ensure the customer is added to the sale.
    2. Click Pay.
    3. Click On Account.
    4. Add a note to the sale if required.
    5. Click Complete sale.
    6. Print or email receipt if required.


If an On Account limit has not been set for the customer or they do not have enough available, the On Account button will be disabled and you will not be able to add the sale to the customer's account. In this case you have three options:
  • Ask the customer to pay their balance.
  • Ask the customer to make a partial payment and put the remaining balance On Account.
  • If you have user permissions to do so, you can allow or increase the customer On Account limit.

The sale will be shifted to On Account status, and the customer will have a balance-owing recorded against their name. Each time that customer is added to a sale, you will be able to see any outstanding balance on their account. Once the balance reaches 0, the sale will be closed.

Xero customers: On Account sales will create an accounts receivable invoice in Xero. You can read more about On Account sales and Xero here.

Opening an On Account sale:

1. To open an On Account sale, tap the Menu button on the top left-hand side of the screen.

2. Click on Sales History.

3. Find the On Account sale and click on it.

4. Choose the Continue sale button. The sale will then open on your Sell Screen.

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