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Can I give my trade customers credit accounts?

The 'credit account' feature on our system doesn't, in itself, have any function. However it can be combined with the offline payment method so that you only offer offline payment, as a payment method, available to those that you have made have a 'credit account'.

If you are happy for any of your customers to checkout offline, you won't really need to use the 'credit account' feature, but if you only want trade customers with credit accounts to have access to the offline payment feature then follow the instructions below.


Giving a trade customer 'credit account' status
Enabling only credit account customers to have access to offline payment when using platform checkout
Enabling only credit account customers to have access to offline payment when not using platform checkout


Giving a trade customer 'credit account' status

When adding/editing a trade account, scroll to the 'trade discount' seection and select 'yes' from the 'credit account' tick box.

You'll need to make sure you have setup the offline payment method and made it available on your website.


Enabling only credit account customers to have access to offline payment when using platform checkout

If your account is using platform checkout you can follow the instructions below to restrict access to the offline payment method unless the customer is a trade customer, logged into their account, that has been assigned 'credit account' status.

Select 'checkout' from the left menu and then 'platform checkout' and scroll to the 'offline payment' section.

From the Who should have access to this payment gateway? setting deselect all options apart from trade customers (credit accounts), as shown in the screenshot below.

Save your changes and then test the checkout to make sure that its working how you expect..


Enabling only credit account customers to have access to offline payment when not using platform checkout

If your account is not using platform checkout you can follow the instructions below to restrict access to the offline payment method unless the customer is a trade customer, logged into their account, that has been assigned 'credit account' status.

You'll need to make this change in your website's theme settings.

Select 'themes' from the left menu and then 'theme settings' for the theme that you'd like to change.

Scroll to the 'offline payment' section and tick the box shown below.

Save your changes and then test the checkout to make sure that its working how you expect.