Change your customer from a cash account to an account customer

This article shows you how to switch a customer from Cash to Account using the toggle on their customer profile.

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 'Save' button located on the bottom right hand corner of the page

Good to Know#

• The customer account type affects how payments and balances are tracked. Cash customers pay at the time of service, while account customers can be invoiced and pay later.

Related Articles#

• Create a limit on an Account customer
• Create an account invoice for a cash customer
• Create a cash invoice for an account customer

Also Explore#

• WorkshopPay - Integrated Payment Processing
• Blog: Workshop Pay - Online, Text or Email Payments
• Workshop University: What Is a Good Average Repair Order?
• Getting Started: Customer Workflow Guide