PlanIt EPOS · Payments & Deposits

Put a sale on a trade account

What does this do?

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.

How to use it

  1. Type the Customer name in Customer & job details. Pick their saved account from the list, or type a new name.
  2. Paying something now? Type it in Amount paid first so the deposit is recorded against the sale.
  3. Press + Put this sale on account under the customer details, or press PAY NOW and choose Add to account.
  4. If there is no account under that name, the till opens one for them.
  5. The receipt prints and the balance goes on the account. Find it in Accounts, where + Record account payment takes money against it and Print statement lists what is owed.
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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

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

Put an account on stop, or close it

Each account has a status. On Stop and Closed block new account sales at the till until a Super Admin overrides, which is how you stop a slow payer running up more credit.

Trade Accounts

Give a customer a portal login

The customer portal lets an account customer see their quotes, invoices, orders and statement online and pay you. Create the login from their account and the welcome email goes out for you.

Trade Accounts

Change the payment method on a sale

Pressed Cash when it was Card? Change the recorded method on the sale. The sale itself is untouched and today's Z report updates to match.

Payments & Deposits
Questions this guide answers
  • How do I put a sale on a customer's account?
  • What if the customer doesn't have an account yet?
  • Can they pay part now and the rest on account?

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