Published at: 2026-10-12

Pay with account balance

Deduct a sales order amount from customer fund account balances.

Overview

After Customer Fund Account is enabled, orders show Account Payment Amount, and Amount Pending Collection is reduced by that value. You can pay from the web, ShareOrder or the vendor portal, and mobile.

Before you begin

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Customer Fund Account is enabled.
The order CRM account has a fund account with enough balance.
The document has payout authorization. Rebate accounts must also meet rebate form rules.

Steps

Path 1: Web balance deduction

Open the sales order list.
Select the order and choose Balance Deduction.
Select the fund accounts and confirm the amount.

### Path 2: ShareOrder or vendor portal

Submit the order in ShareOrder or the vendor portal.
Choose to pay with account balance.
You can select more than one fund account.

### Path 3: Mobile

Open the sales order detail.
Select Account Payment.
Select one or more fund accounts and submit.

Path 4: Order account component

On the new order page, select the CRM account and products.
Enter the deduction amount in the account component. Non-rebate accounts accept an amount directly. Rebate accounts use rebate form rules to calculate the usable amount.

3. For rebate accounts, select Adjust Usage Details to review or change the breakdown. Closing the page returns the amount.

4. After you confirm the amount, the system uses Direct Deduction to deduct the fund account balance and the rebate form amount.

📝

Rebate accounts do not support validated deduction that freezes first and deducts later.

Expected result

The order shows the account payment amount, and the Amount Pending Collection decreases.
The system creates an account transaction log with Expenditure Type expense and reduces the balance.