Skip to main content
All CollectionsCustomer Module
Mark a Customer to Pay "On Account"
Mark a Customer to Pay "On Account"

Allow Customers to pay for Orders with PO Numbers

Stephen Kuhn avatar
Written by Stephen Kuhn
Updated over a year ago

Read Time: 1 minute

A Customer must have Pay By Account checked in their profile in order to pay for Orders with a Cost Center Number, PO Number, etc. Unless indicated in setup, this step is done individually for each Customer in the Back Office.

To discuss automatically marking new Customers to Pay by Account, speak with a Spoonfed Customer Success Partner.

Follow the steps below when adding a Customer in the Back Office:

  1. Go to the Customer Module.

  2. Find the Customer you want to pay "On Account."

  3. Click View/Edit near their name on the right.

  4. Under Account Information, check the box labeled "Payment by Account."

    1. The first box is for Order Flow 1.

    2. If you have Order Flow 2, check the second box as well so Customers can pay by account on both Order Flows.

  5. Click Save.

Now that Customers can pay by account, they can manage a PO Wallet and save PO Numbers in their Spoonfed Profile.

Did this answer your question?