How does the Customer CRM work for business customers who order on account?

Answer

In the CRM you manage your business customers who order on account, see the invoices of those orders and decide the email with which the invoice is sent to the customer. You set an invoice to Paid as soon as the customer has paid.

Where to find it

Settings > Guests and bookings > Customer CRM (/Settings/WebshopCRM). The entry is only there if the Customer CRM add-on is on (Settings > Add-ons).

Explanation

The screen is called CRM and says: Your business customers who order on account, their invoices and the email with which the invoice is sent to the customer. Above the tabs is the Customer button to add a customer. There are four tabs: Customers, Send Invoices, Outstanding invoices and Email template.

• Step 1. Click Customer and fill in the company's details. Choose Next.
• Step 2. Set Allowed to pay on account to Yes, enter the Payment term in days and choose the Email template: pay on account. Choose Save.
• Step 3. If the customer orders on account, the order appears under Send Invoices. As soon as the customer has paid, choose Paid at that invoice and then Save.
• Step 4. An invoice that was not paid on time also appears under Outstanding invoices.

Buttons and settings

Name	What it does	When to use it	Note
Customer	Opens the CRM Customer window to add a business customer.	For every new customer who may order on account.	-
Customers (tab)	The list of your CRM customers: Company name, First name, Last name, Address, Postal code, City and Invoicing e-mail.	To find or edit a customer.	Click a line to open the customer. The list has a search field.
Send Invoices (tab)	The recent orders on account, with Company name, Order number, Invoice date, Due date, Invoice Total and Status.	To see which invoices there are and whether they are paid.	These are the last 700 orders on account. The due date is the invoice date plus the customer's payment term.
Outstanding invoices (tab)	The same list, only orders that have not been paid yet and whose due date has passed.	To track down arrears.	The same columns as Send Invoices.
Status	A drop-down per invoice: Unpaid or Paid.	As soon as a customer has paid.	After a change the Save button appears; only then is the status stored. A paid invoice counts as a payment with Others.
Email template (tab)	The emails to your CRM customers: Email template with the Edit button.	To adjust the text of the invoice email.	Without your own text, the default text is sent.
CRM Customer	The window for a customer: Someone who orders from you, with the details that end up on the invoice and the delivery.	For new and existing customers.	The window has two steps: Customer and On account.
Language	The customer's language.	Always.	Required. The email to the customer is sent in this language.
Salutation	Family., Mr. or Mrs.	Always.	Required.
First name	The contact person's first name.	Always.	Required.
Last name	The contact person's last name.	Always.	Required.
Email	The customer's email address; the invoice goes here.	Always.	Required. For an existing customer the field cannot be changed.
Phone	The phone number.	Always.	Required. A valid number is stored neatly with the country code.
Address	Street and house number.	Always.	Required.
Postal code	The postal code.	Always.	Required.
City	The city where the company is based.	Always.	Required.
Company name	The name of the company.	Always.	Required; a CRM customer is always a company.
VAT number	The company's VAT number.	Always.	Required.
KvK	The company's KvK number.	Always.	Required.
Next	Goes to the On account step.	After the customer details.	All fields of the first step must be filled in.
Allowed to pay on account	Yes: the customer may order on account instead of paying in advance.	For customers you trust.	Set to No to withdraw it again.
Payment term	The number of days the customer has to pay an invoice.	Always.	Minimum 1 day.
Email template: pay on account	The email used when invoicing this customer for orders on account.	Always.	By default there is the template Invoice to the customer.
Previous	Back to the previous step, or close at the first step.	-	-
Save	Stores the customer.	In the second step.	If the email address already belongs to a company, you get the message Customer already exists.
Edit	Opens the window Invoice to the customer with the text of the email per language.	To adjust the text.	-
Placeholders	A list with Name and Label: the details filled in in the email, such as Customer’s name, Customer’s company name, Name of the store, Invoice number, Invoice date, Due date, Amount due, Payment term in days and Payment link.	To insert a detail at the cursor position.	Click a placeholder to insert it. When the email is sent, the real value replaces it.
Email template (in the window)	A Subject and a Text per language.	To write the email.	In every language, fill in the subject and the text, or leave both empty: the default text then applies for that language. Under Text it says whether you use Your own text or The default text.

Messages

Message	What it means	What to do
Customer already exists.	There is already a CRM customer with this email address.	Open that customer in the list and edit them there.
A customer with this email address already exists who is not linked to a company. Do you want to load the customer details?	The email address is already known as a regular guest.	Choose Yes to take over the details and add the company details, or No.
Your details have been saved!	The customer has been stored.	Choose OK.
That did not work. Please try again.	Saving failed.	Try again.
In every language, fill in the subject and the text, or leave both empty.	In one language there is only a subject or only a text.	Fill in the missing one, or clear the other.
Saved.	The email text has been stored.	Nothing.
Something went wrong. Please try again.	Saving the email text failed.	Try again.

Related

How do I let business customers order on account?

Keywords: customer crm, order on account, send invoice to customer, outstanding invoices, payment term, business customer webshop

Last checked: 2026-10-16

Translated from the Dutch knowledge base; the Dutch version is leading.