DOC-PTL-08 · Rev C
Trade account
Order on Net 30 terms instead of paying by card. Apply here; once approved your limit, balance and available credit all show live.
01Why it exists
A trade account lets you order now and pay on terms, without a card and without a purchase approval for every job. Your supplier sets the limit; the balance moves as you order and as you pay.
02Apply for terms
Submit a trade-account application — the team reviews it and sets your credit limit.
03How the line works
Orders draw the account down when invoiced; paid invoices restore your available credit.
04Reminders and statements
Some suppliers send automatic notices to your accounts email: a payment reminder when an invoice on account passes its due date (and a final one after the last step), and a statement on the first of the month when something is owing. Keep the accounts email in Organisation settings current so these reach the right desk.
See also
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