This article provides a guide on how to submit a sale on a customer’s account and how to process a payment to clear the “customer account balance.” This method is useful for managing customer purchases that will be settled later.
You may refer to this tutorial for a step-by-step guide on submitting a sale on the customer account:
https://www.youtube.com/watch?v=vS0pHL25t3E
Step 1: Access the POS Module
Open the Point of Sale module by taking these steps:
Open your left navigation menu.
Click on the Sale menu option.
Step 2: Add the Item to the Cart
Add the desired item (e.g., a Ring) to your Cart. Once it’s in the Cart, proceed to the payment section.
Step 3: Select Account as Payment Type
In the payment section, select House Account as the Payment Type, then click Submit Sale.
Step 4: View Sale Details
After placing the sale, click View Sale to see the details. Confirm that the payment type shows as “received on Account.”
Step 5: Review Customer Account Balance
To check the customer’s account balance:
Open the left navigation menu.
Click on Customers.
Locate and click on the customer used during the sale.
In the Account tab, review the Account Summary at the bottom, which will show the amount owed.
Step 6: Process the Account Payment
To make a payment to clear the debt:
Select the Account Payment field in the Sale module.
Choose the customer who made the sale on account.
In the Customer Payment menu, input the payment details (name, description, amount). Ensure the amount matches the sale total, then press OK.
Step 7: Complete the Payment
Once the payment is added to the Cart, proceed with the sale as usual. Submit the sale and check the Account tab of the customer to confirm that the payment reduces the outstanding balance.
Troubleshooting
For any issues encountered when submitting a sale on the customer account, please contact Flawless POS support for assistance.
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