Accounts enable individuals and groups to use services and purchase products without paying at the time of purchase. Once an account is created, charges and payments to that account may be entered immediately. The accounts feature is often used for group sales.

Accounts have the option to be used only to save sales but not have any sales be finalized to them. This is useful to adjust cost of items through Dynamic Pricing Rules, but still require a different form of payment for the sale. For example, you can now select the check box Pay Upon Finalizing for the account under the General Info tab and this allows sales to be saved to the account, but no sale finalized to that account. At finalize, the balance due must be paid through a different form of payment.

 

Note: Normally accounts are created in SysManager; however, Sales allows you to create accounts on the fly with appropriate security.