1. Start a sale for the customer as normal.
2. On the Payments toolbar, click Account.

Note: If the Customer is not setup with Purchase on Account, you will receive an error message that “This customer is not eligible for Purchase on Account”. You can set the customer up with Purchase on Account in their Customer Record.

3. Check Display Purchaser Shipping Address on Invoice if the purchaser information should display on invoices.
4. In the Terms field, enter the payment terms for the transaction.
5. In the Purchase Order # field, enter a purchase order number, if required for charges.
6. In the Comments field, enter any additional notes about the transaction.
7. Click Save.
8. Complete the transaction as normal.

What if the Purchaser is different from the Purchase on Account Customer or Company?

Perhaps the customer on the transaction is the local police department and it is a specific employee that was making the purchase. You can keep the police department as the customer and show the specific employee as the Purchaser.

1. From the Payment - Purchase on Account screen click the magnifying glass.
2. Search for the appropriate Customer Record. If they are not in your database, you can create a Customer Record for them.
3. Select the Customer Record for the Purchaser.
4. You will now see that Customer's name in the Purchaser line.

Additional Resources

KB22-134