Customer Account Statements and Payments (Custom)

Transaction Types

These are the Transaction Types we will need for Customer Accounts. You may already have some of these Account Types - if so, you won’t need to re-create them. The alternate Currency Account Types (USD) are optional, and will be skipped in this Tutorial.

Customer Account Transaction

Used to pay for Products using a Customer Account

Customer Cash Payment

Used to post a Cash Payment to a Customer Account

Customer Credit Card Payment

Used to post a Credit Card Payment to a Customer Account

Customer Account Payment Transaction

Used to post Payment to a Customer Account via the Payment Screen