To designate a customer as an "Account" customer, you must first create a members level and assign it to the customer. Follow these steps:

1. Go to Marketing & SEO:
• Navigate to the "Marketing & SEO" section in your dashboard.
2. Access Marketing Tools:
• Within the Marketing & SEO section, locate and select "Marketing Tools."
3. Choose Members Level:
• Look for the option to manage Members Levels and click on it.
4. Add a New Level:
• Click the "Add" button to create a new members level.
5. Enter the Level Name:
• In the form, type in the name "Accounts" to create the level for your "Account" customers.

By following these steps, you will create a specific members level called "Accounts," which can be used to identify and tag customers as "Account" customers in your dashboard. This designation will help streamline your invoicing process for regular customers.

Then save.

• Accepting Account Payments in the Dashboard
• Account Invoice Items
• Account Invoice Statements
• Account Payment Types
• Add Customers to “Accounts”
• Create a Members Level “Accounts”
• Editing Accounts Orders
• Enable Account checkout for the Account Customers
• Invoice Reminders
• Invoicing Account Customer Settings
• Manage Account Invoices