- Allmoxy
- Financial / Accounting
- Customers Settings
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Allmoxy Guides
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Getting Started
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Essential Settings
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Catalog Build
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Sales / Customer Service
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Shop Floor Operations
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Inventory / Supplies
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Financial / Accounting
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Launch
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Visual Designer
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Vertical Catalog Integration (B2B)
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Template (Custom Cabinets)
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Template (SKU)
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Business Briefs
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Feature Updates
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API
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Common Errors
Add an Existing Balance for New Allmoxy Customer Account
I'm getting my existing customers going on Allmoxy but need to put their account balance in so when they log in they know how much they owe
I would create an itemized order for each company so that you can add a comment in the "other costs" section as well as their outstanding balance.
If you don't want to use itemized orders you could create a product called something like "outstanding balance" with a number attribute (which allows you to put in a value that correlates to the cost) so that you can create an order with this one "product" and add the amount they owe.
Either way, you'll have to create an order for each company so that they have an invoice to pay.