Change your customer from a cash account to an account customer

1. Find the customer that you want to edit by typing the customer name into the main search bar located at the top of the page and then double click on the name when it comes up:

2. Toggle the ‘Cash’ toggle, located in the top right hand corner of the customer profile, so that ‘Account’ is shown

3. Click the green ‘Save’ button located on the bottom right hand corner of the page