To add a debtor account in Z Office:

1. Go to Z Office > Customers > Manage Customers
   
   
   
   
2. Select the customer you wish to add an account to
3. Go to the Accounts tab
   
   
   
   
4. Under Debtor Account Details, select Add to add a new account
   
   If the options here are greyed out, your staff account may not have the correct permissions to complete the changes. Please refer to our article on how to update your account.
   
   
   
5. In the Basic Details tab, you have the following options:
   
   
   
   General Details
   
   Description - the name of the account
   
   Debtor Group - the debtor group of the account
   
   Contact - contact details for the account
   
   Notes - any other additional information or references for the account
   
   Account Options
   
   Credit Limit - the credit limit of the account. If this is enabled, staff will not be able to process sales once the customer's account has reached that limit. You can set a different limit for each debtor period.
   
   Warn Only - with the setting enabled, staff will be able to process sales to the account even after the customer has reached their credit limit. The system will only prompt staff that the customer has reached their limit
   
   Discounts - No Discount, Basic Discount, Advanced Discount
   
   
6. In the Additional Details tab you have the following options:
   
   
   
   
7. Select Save to create and save the account
   
   

Cancelling an account

We generally don't recommend deleting an account if you no longer want it to be active and to cancel the account instead.

1. Go to Z Office > Customers > Manage Customers and find the customer
2. In the Edit Customer Details window, go to the Accounts tab
3. Select the account you wish to cancel and press