Setting a customer to on account status means that you can then utilise the On account payment types.
Also with financial integration any customers set as on-account will have individual invoices created.
- Navigate to Card File->Customer
- Click on "Search"
- Search for the customer you wish to find
*you can also click "search" when 'search all names' is selected to find all customers.
- With the list selected you can click on the edit icon beside the record you wish to modify
- Inside the card file select the "Account contact" tab
- Tick the "On Account" Tickbox
- Click Apply