PlanIt EPOS · Trade Accounts

See your trade accounts and who owes you money

What does this do?

Accounts lists every trade account with what it owes, its credit limit, how many sales are unpaid and when it last traded. It is the quickest way to see who owes the shop money.

How to use it

  1. From the ☰ menu choose Accounts.
  2. The tiles at the top show how many accounts you have, the total owed on account, how many hold a balance and how many are on stop.
  3. Filter with All statuses, Active, On Stop, Paid or Closed, or search by account name.
  4. Read the columns: Account, Contact, Balance (red when money is owed, OVER when past the limit), Limit, Unpaid sales, Last transaction and Status.
  5. Tap an account to open it: its ledger, payments, statement, status and portal login are all inside.
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Related guides

Open a trade account for a customer

A trade account lets a customer take goods now and settle later on your terms. Open one from the Accounts screen, or let the till create it the first time you put a sale on account.

Trade Accounts

Put a sale on a trade account

Bill the sale to a trade account instead of taking payment now. The amount goes on the customer's account, where you record payments and print statements.

Payments & Deposits

Record a payment on an account

Record account payment takes one payment from an account customer and allocates it across their oldest unpaid sales first, so the balance and every receipt update together.

Trade Accounts

Print or export an account statement

An account statement lists everything the account still owes: each document, its date, gross, paid and balance. Print it to post or hand over, or export it as a spreadsheet file.

Trade Accounts

Find a customer and see who owes you money

CRM is the customer book: every saved customer with what they owe, how many quotes are open and when they last bought. Filter it to see who owes money or who has a quote waiting.

CRM & Customers

See which receipts still have money owing

Outstanding balances lists every till receipt where a deposit or part payment was taken and money is still owing, with the due date, so you can see what to collect before the fitting and record it in one press.

Customer Orders
Questions this guide answers
  • Where do I see all my trade accounts?
  • How do I see which accounts owe money?
  • What do the account columns mean?

Last updated 2026-09-03 · Direct link for this feature