---
title: "Account Customers | GTX Training"
slug: "account-customers-bt"
description: "Learn the basics about Account Customers in Marlin GTX trusted automotive software by Megabus."
updated: 2026-03-12T03:37:46Z
published: 2026-03-12T03:37:46Z
canonical: "help.megabus.com.au/account-customers-bt"
---
> ## Documentation Index
> Fetch the complete documentation index at: https://help.megabus.com.au/llms.txt
> Use this file to discover all available pages before exploring further.
# Account Customers BT
**{{variable.GTX Bold}}** enables account customers to be added with flexible payment terms and credit control.
Account customer records can be viewed and edited by selecting **Main > Customers > Manage Customers** from the menu bar.
:::(Info) (Note)
Customer Maintenance is used only for account customers. **Cash customers** are managed using the **[Customer Autotracker](/gtx/docs/autotracker){target=`_blank`}**.
:::
## Adding Account Customers
Account customers can be added by clicking **{{glossary.Add}}** at the top of the Customer Maintenance window.
The **Add Customer** window will open on the **Details** tab.
Enter the customer's **Contact** details using the section on the left.
:::(Info) (Note)
The **Customer Code** is used to identify the account in GTX and must be unique.
:::
### Account Settings
Use the **General** section on the right to enter account details.
Use **Account Status** to control invoice access:
* **Open** for active accounts
* **Credit Hold** to restrict invoicing
* **Closed** to prevent normal use
:::(Warning) (Tip)
Accounts can be placed on **Credit Hold** until outstanding invoices are paid
:::
### Account Options
Additional account options are configured on the **Options** tab.
The selected **Payment Terms** will be applied as the default invoice option.
The **Normal Sell Price** picker sets the default pricing when adding products to orders and invoices.
### Deactivating Account Customers
Accounts can be deactivated by unticking the **Active** checkbox at the top-right of the Details tab.
:::(Info) (Note)
**Receipts** can still be recorded for inactive accounts but invoices require reactivation
:::
:::(Warning) (Tip)
**Review accounts regularly** and deactivate unused records to keep the system clean
:::
## Contacts
Account customer contacts are managed using the **Contacts** tab.
**To add delivery addresses:**
* Click on the **{{glossary.Add}}** button at the top
* The **Select Contact** pop-up will open
* **Select** an existing contact
* Or click the **New Contact** button at the bottom-right
:::(Info) (Note)
**Multiple contacts** can be recorded against one account.
:::
:::(Info) (Note)
**Email delivery** uses the contact email addresses selected during document delivery.
:::
Other customer information, including **Delivery Addresses**, **Contracts** and **Notes**, can also be added using the appropriate tabs.
::: (Warning) (For Further Details)
See the [Account Customers](/gtx/docs/account-customers){target=`_blank`} help guide.
:::