Manage Pay On Account

overview the pay on account allows administrators to manage credit limits and outstanding balances for b2b and private stores depending on the store configuration, pay on account can be managed either at the store level or the customer level, enabling organizations to control credit usage and monitor account balances efficiently purpose the pay on account tab helps administrators manage credit limits for stores or individual customers track remaining credit and outstanding invoice balances record customer payments and restore available credit view transaction history for stores and customers export account history for reporting and reconciliation note the pay on account tab is available only when the pay on account setting in the store settings is configured as store wise or customer wise manage payon account depending on the pay on account configuration, administrators can manage credit either at the store level or the customer level store wise payon account when store wise is selected, the page is divided into the following sections pay on account the pay on account section is used to record payments received against outstanding orders and restore the store's available credit limit to register a payment click click here to select orders and choose one or more outstanding orders select the department associated with the payment enter the paid amount specify the payment status , date , and any comments click save once the payment is recorded, the corresponding pay on account balance is updated immediately, and the available credit for the selected store is restored accordingly account details the account details section provides a complete transaction history of the store's pay on account activities at the top of the section, administrators can quickly view remaining paid limit – the amount of credit currently available for the store remaining invoice amount – the total outstanding invoice amount yet to be paid the transaction grid displays details such as transaction date, department, comments or order reference, outstanding amount and paid amount administrators can also filter transactions by date range , department , or search keywords to quickly locate specific records the transaction history can be exported for reporting or reconciliation purposes credit amount for multiple departments the credit amount for multiple departments section allows administrators to distribute a single payment across multiple departments without selecting individual orders to record the credit select the department specify the date of the transaction enter any comments for reference click save the system allocates the credited amount to the selected department and updates the available pay on account balance accordingly this option is useful when payments are received at the department level rather than against specific orders customer wise payon account when the customer wise setting is done from the store setting section then the admin will be able to view customer wise pay on limit in the grid format click on the customer's name to get the list of transactions made by a particular customer from the 'pay on account' section admin can register a paid amount from the customer example if pay on account limit for a store is $1000 of which they have used $800 now when they make the payment for it, then their credit limit is revived back to $1000 from account details, you can view the transaction records or avail them in an excel sheet by clicking on export account history