PlanIt EPOS · Trade Accounts

Open a trade account for a customer

This guide is awaiting review — the steps may change.

What does this do?

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.

How to use it

  1. From the ☰ menu choose Accounts and press + New account.
  2. Type the customer or business name and confirm. The account appears in the list as Active.
  3. Tap the new account to open it.
  4. Fill in Phone, Email and Address.
  5. Set a Credit limit (leave it at 0 for no limit) and the Payment terms used on invoices raised for this account.
  6. Add any Notes, then press Save changes.
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Related guides

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

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

Set up automatic invoice chasing and monthly statements

Invoicing settings turn on automatic reminder emails for unpaid invoices and a monthly statement to each trade account. You choose the days, preview exactly what will go out, and the till stops the moment an invoice is paid, cancelled or credited.

Settings & Account

See everything about one customer in one place

Opening a customer shows one page with their contact details, notes and follow-ups, trade account, money history, orders, bookings and every email you have sent them.

CRM & Customers

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

Delete a trade account

Delete account removes the account record for good. Only a Super Admin can do it, and only once the account owes nothing. Past sales stay in History and reports.

Trade Accounts
Questions this guide answers
  • How do I open a trade account?
  • How do I give a builder an account?
  • Can I open an account from the till?

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