Overview: Allows you to change a cash customer to an account customer.
From Program Menu, select File Maintenance, Customer File
Enter Customer Name
From Functions Tab, choose Modify
Under the Information Tab, you can change the status of the customer from Cash to Account
Changing contract from Cash to Account contract.
Customers that have cash contracts written prior to being changed to an account customer will leave the contract as a cash contract. To change the contract to an Account contract do the following:
a. Open the Counter System from the Program Menu
b. Modify Contract
c. Enter in the customer name or contract number
d. Go to the payment screen
e. Put in 0.00 for the rental/sale amount
f. Choose payment type of E-On Account then click ok
g. You are done. Print or no print your choice
Note: If a particle payment has been entered on the contract the you will not be able to change to an account contract.
The contract is now an Account Contract.