How do I set credit limits for my customers?

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• How to activate the Customer and Credit Management plugin?

  You can activate the Customer and Credit Management plugin from the Purchase Subscription Screen. You can approach this screen either from the Plugins Screen or from the Manage Account Section. If you are coming from the Plugins screen, you need to ...

• Does the Customer and Credit Management Plugin affect my existing data in Tagrain?

  The Customer and Credit Management plugin is a software module that, when integrated with Tagrain, allows you to complement your existing data by adding new features and functionality to your existing Tagrain installation. Activating this plugin will ...

• Why am I not able to define the credit limit for my customer?

  To be able to define credit limits for your customers you must subscribe to and activate the Customer and Credit Management plugin. The field to set credit limit is found under the Additional Information section of the Create Customer screen. This ...

• How can I subscribe to the Customer and Credit Management plugin?

  You can subscribe to the Customer and Credit Management plugin from the Purchase Subscription Screen. You can approach this screen either from the Plugins Screen or from the Manage Account Section. If you are coming from the Plugins screen, you need ...

• Is it possible to use both On-Account and Store Credit as payment types in the same transaction?

  Yes, it is possible to use both “On-Account” and “Store Credit” as payment types in the same transaction. “On Account” is limited to the amount that the customer has been assigned as his credit limit by the retailer. “Store Credit” is limited to the ...