Linked Financing Accounts

Breadcrumb path: Customers

You can access this page by clicking on Customers from your main menu.

Linked Customer Accounts Fundamental

In this section, you will learn to use the Customers module to view Customer accounts that are linked to a financing account. If the In Housing Financing module is active, there will be a column

Now that you have learned the fundamental idea, this guide will walk you through the Customers module.

• 1 In this area, you will find the Account Number column which shows the linked account number.

• View Linked Account Information

• In this section, you will learn to see a Customer's linked account information. Click on the Actions Button for the account you wish to view/edit. 

• In the In House Financing Accounts section of the Customer's account, you will see the linked account's information and the options to link/unlink a financing account. 

• 1 Add Credit Account Button

  The user can click this button to add a Credit Account to the customer's account information. A pop-up will appear that will allow the user to select the Customer's credit account using a dropdown. 

• Close: Click this button to close the pop-up.
• Link Credit Card Account: When a credit account is selected via the dropdown, click this button to link the credit account to the customer account. 

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• 2 Credit Account Information

  The user can view the Customer's linked credit account information. Several columns display information about the account.   

• Account Number: This column displays the credit Account Number of the Customer.
• Customer Name: This column displays the Name of the Customer.
• Account Balance: This column displays the Account Balance of the Customer.
• Credit Limit: This column displays the Credit Limit of the Customer.
• Last Paid: This column displays the date Last Paid of the Customer.
• Last Payment Amount: This column displays the amount Last Paid by the Customer.
• Minimum Payment: This column displays the Minimum Payment the Customer. needs to make. 
• Postal Code:  This column displays the Postal Code of the Customer account.
• VIP Customer Since: This column displays since when the Customer has be a VIP Customer.
• Actions:  This column enables you to Unlink the Customer account.

• 3 Unlink Account

  The user can unlink the Customer's linked credit account by clicking the unlink button in the actions column. A pop-up will appear, prompting the user to confirm or cancel unlinking the account. 

• Yes, remove it!: Click this button to unlink the credit account.
• No, Cancel!: Click this button to close the pop-up and cancel unlinking. 

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Now that you have learned how to Link or Unlink a Credit Account to a Customer's account, that completes this section of the user manual.