Pricing & payments
Customer Accounts, Credit & Statements
Book on account, within a credit limit, with a statement anytime.
Approve business customers to book on account with payment terms and a credit limit. When the limit is reached online bookings stop until they pay. Their balance, invoices, payments and overdue amounts are on a statement they can open in the portal.
At a glance
Customer Accounts, Credit & Statements
- Account customers — Approved companies book now and pay later.
- Credit limits — Online bookings stop when the limit is reached.
- Statements — Opening and closing balance with overdue items.
- Terms — Net days per customer.
What you get
Customer Accounts, Credit & Statements, the way it actually works.
Account customers
Approved companies book now and pay later.
Credit limits
Online bookings stop when the limit is reached.
Statements
Opening and closing balance with overdue items.
Terms
Net days per customer.
Is there a prepaid wallet?
Not as a stored balance. Customers pay per shipment or on account with statements.
Who approves account customers?
Your team approves a customer for credit and sets the limit and terms.
Related features
All featuresInvoice SettingsNumbering, terms, tax and billing emails — set once, used on every invoice.Billing & InvoicingFrom delivered work to issued invoice, payments and statements.Rate Cards & Shipping RatesRate cards that match how your trade actually prices.Rate Calculator & Instant QuotesLive prices while the booking is being entered.Charges & SurchargesFuel, handling, insurance, COD, detention, duty — added the same way every time.Contract Rates & DiscountsSpecial prices for the customers who earn them.
See it working
See this feature on your own workflow.
A 30-minute demo in the Logxa software built for your business.