Activate Account

Customer Accounts is an optional paid module. Organizations that require Prepaid Deposit, Rebate, or Credit Management can purchase and then manually enable the Customer Accounts module.

Customer Accounts is a consolidated term for funds owned by an Account, including Prepaid Deposit, Rebate, and Credit. It is used for daily order settlement and validation. For customers using prepaid payment methods, an order can only be placed if the Account balance is sufficient.

Enable Customer Accounts when your organization needs account-based functionality.

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1) Core Capabilities

Manually create income and expense transactions to update Account balances. The system also supports using Account funds to pay for orders.

2) Validation Rules

Configure either immediate deduction or reserved-then-deduct rules according to business needs.

1. Immediate Deduction: Deduct funds immediately (for example, deduct the order amount after order approval).
2. Reserved-then-Deduct: Reserve (hold) the Account balance when the order is submitted, then deduct the balance after shipment confirmation.

3) Business Integration

Customer Accounts includes an Account Authorization feature that supports both credit (inbound) and debit (outbound) authorizations. Inbound authorizations can be assigned to specific preset objects or any custom objects; administrators can configure these settings as needed.

For preset inbound types such as Payment Collection and TPM receipts, when the capability is enabled the system creates default authorization records. Administrators can edit the authorized Account scope and default values.

For full details, see: https://help.fxiaoke.com/1969/1ffc/74ea