Please see below the process for paying a deposit on a product:
Deposits are taken directly from the outstanding balance on the item ordered.
Deposits may be taken from the customers account if funds allow.
On the first page of the sales screen menu/F10 payment on account can be use to add money to a customers account.
To purchase more items on the order
To complete and fully pay
To print an invoice at the end of the month for the customer account:
Deposits are taken directly from the outstanding balance on the item ordered.
Deposits may be taken from the customers account if funds allow.
On the first page of the sales screen menu/F10 payment on account can be use to add money to a customers account.
- Create customer and give them a credit limit if they do not already exist
- Go to sales screen and complete a transaction.
- On payment screen change ‘Sale’ to ‘Order’
- Choose ‘Customer’ and select customer.
- Choose tender type and input the deposit.
- Press pay
- Order stays open. Press Complete
- Choose if you wish to deduct the item\s from stock.
To purchase more items on the order
- When the customer returns to purchase more items on their account, just re-call the order - sales screen\menu (F10)\orders. Find the order, ‘recall’ it and add to the order. Again, choose tender type and pay new deposit so the order stays open. Click Complete. Choose if you wish to deduct the item\s from stock.
To complete and fully pay
- When the customer returns to purchase more items on their account, just re-call the order - sales screen\menu (F10)\orders. Find the order, ‘recall’ it. Again, choose tender type and pay the balance. Complete.
To print an invoice at the end of the month for the customer account:
- To print the customers invoice at the end of the month, choose Sales screen\Menu (F10)\Orders\highlight order from within ‘pending’\print.