How to activate the Customer and Credit Management plugin?

You can activate the Customer and Credit Management plugin from the Purchase Subscription Screen. You can approach this screen either from the Plugins Screen or from the Manage Account Section. If you are coming from the Plugins screen, you need to click on the Activate button on the plugin tile labelled Customer and Credit Management. If you are coming from the Manage Account section, navigate to Choose My Subscription section and put a tick in the activation checkbox to mark the plugin as Active.In either case, the application lets you review your order summary before clicking the Confirm & Pay button in the Cart Detail section to process payment.

Once you have subscribed to the Customer and Credit Management plugin, you will be able to set credit limits for your customers and define additional payment types.

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• Can I activate the Customer and Credit Management plugin again?

  Yes. You can always choose to reactivate the plugin. However, there are 2 possible scenarios here. Scenario 1: Your reactivation date is BEFORE the end of your current billing cycle. In this case, you just need to put a tick on the checkbox on the ...

• How can I subscribe to the Customer and Credit Management plugin?

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  To be able to define credit limits for your customers you must subscribe to and activate the Customer and Credit Management plugin. The field to set credit limit is found under the Additional Information section of the Create Customer screen. This ...

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• What is the difference between On Account and Store Credit payment types?

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