Hello,

In the software "1C:AccountingSuite", is there an option to create an account for a customer where I can assign him/her credit for use on a purchase? A system comparable to a gift card? If not, is there a way I can go about adding this?

Put it this way:
Customer Joe walks and wants to open a customer account. He wants to purchase items on credit. (He buys now, pays later.) How do I assign Customer Joe X amount of dollars of credit that he can use?

Thank you for your help and support.

Hello Kamil,

GIFT CARD:

Any customer account is credit enabled.

Create a Sales / Cash Receipt document, put some amount in the Payment field, and do not apply it to any invoices (if exist) - this will create an unapplied payment which later can be applied to invoices.

The unapplied payment will be displayed on the Credit tabs in Cash Receipt.

ON CREDIT:

The system work by default on on-credit (on-account basis) which is typical for B2B transactions. You create an invoice which records a sale / shipment and that invoice is paid later using a Cash Receipt. There is a also a cash sale document in the system for point-of-sale transactions.

AccountingSuite currently doesn't have a credit limit check / control function.

Hope this answers your question. Feel free to reach out for further clarification / questions.

Konstantin
AccountingSuite team