Click on the "Customers" tab.
Enter a customer name or other identifier on record (phone number, address, etc.) in the search bar.
Click "Go" or press Enter to see search results.
Click on the appropriate customer's Actions Menu (...).
Select "View Customer".
Click on the "Charge Accounts" section.
Click "Add Charge Account".
Enter an Account Number (both numbers and letters are prohibited in this field).
Add a charge account limit. (If desired)
Shared: Select "Yes" if the account will be shared across all customers, or Select "No" if the account will be exclusive to this particular customer.
Linkable: Select "Yes" if the account will be able to link up to other specific customers, or select "No" if the account will be exclusive to this particular customer.
Add an "APR" percent and "Grace Period Days" (if necessary).
When done, click "Save".
