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How to switch customers from credit card type account to credit account.

Andy Flint avatar
Written by Andy Flint
Updated over a week ago

So, you've secured a brand new customer online (or you have an existing client) and they've asked you for a credit account - how do you switch their account to 'credit account' status?

The answer is really simple! ๐Ÿ™‚

All you need to do is find their account in the 'Customers' section of your admin panel and select the edit icon. From here, scroll down to Account Options and just slide the switch for 'Credit Account' to ON (green)

Remember to click save, and it's job done! When your customer next checks out they will have the option of credit account in their payment options.

โš ๏ธNote: Now that you've changed the type of account you'll probably want to change the role of the user(s). Take a look here for our handy article explaining roles.

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