Charging a Customer Account
If the customer wants to charge the sale to their in-house account, this is referred to as a Customer Charge and is only available if Accounts Receivable is installed and integrated. You must allow this payment type on the
customer record. Customer Charge sales increase customers Accounts Receivable balances and appear on their statements.
If the customer has
payers on their AR account, a drop-down appears so you can select which payer to charge this sale to.
If you choose to block charges to past due customers in
AR Module Preferences and you select a past due customer, you must have rights to override block charges to charge the account. A warning message will appear confirming you want to override the block. If you do not have rights, you will not be able to complete a customer charge for the customer.
To charge the transaction to the customer’s account using a keyboard or mouse:
1 In the Sales Transaction Closeout window, click the AR Charge button or press F8 on your keyboard.
2 Enter the amount the customer is charging to their account.
3 Click Done to complete the transaction, close this window, and print the invoice/receipt.
To charge the customer’s account using a touch screen in Point of Sale:
1 In the Sales Transaction Closeout window, tap the AR Charge button.
2 If you want to enter a different amount on the AR Charge line, tap the AR Charge button again to open a 10-key window where you can change the amount.
3 Tap Cancel or Enter to return to the Closeout window.
4 Tap Done to complete the transaction, close this window, and print the invoice/receipt.
Published date: 11/22/2021