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How to create customer accounts via the Dnero app
How to create customer accounts via the Dnero app

This article explains how to create customer accounts via the Dnero app, including details such as customer information and credit.

Michael Davis avatar
Written by Michael Davis
Updated over a year ago

To create a customer account via the Dnero app, follow these steps:

  1. From the Main Menu, click Accounts.

  2. Click +New.

  3. Enter the customer details, including:

    • First name

    • Last name

    • Email

    • Phone number

    • Address

    • Uplista

  4. To allow customers to put sales on account, tick the checkbox and:

    • Enter the Credit Limit on their account.

    • Enter the Transaction Limit on their account.

  5. Click Save.

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