Create and control a city-ledger account

Steps

1. In Back Office, choose More → Customer Accounts → Accounts → Add account.

2. Enter Account code, Account name, the Corporate or Guarantor account type, Credit limit, Terms and Billing email.

3. Review Require PO reference and Auto-hold at limit, then choose Add account. Verify the account appears in the correct account group.

4. Use Place hold to prevent further eligible credit use, or Release hold when the account can trade again. Check the refreshed hold state; these actions do not clear its existing balance.

5. Use the account's CSV or PDF action to export its statement and review outstanding activity before approving further credit.