Making payment(s) on one or more outstanding transactions – Pacific Amber Technologies Inc.
To make a payment on a customer's A/R, special order, work order, or layaway for their balance owing, first access the POS menu, then select the customer making the payment from the customer list, to then arrive at the transaction window.
1. For A/R only, when you arrive at the transaction window the customer's current balance will be displayed at the top of the screen.
2. Select at the bottom of the screen, or press F3.
3. A/R transactions will be coloured red and both the type and reference will be labelled Invoice. The other outstanding transaction types will retain their names as special orders, work orders, and layaways.
4. Select the transaction for which you would like to make a payment and press . If the customer has multiple outstanding transactions, a window will be displayed allowing you to choose which transactions you are making payments on. Otherwise you will proceed direction to the payment window.
- It will list and pay off any any outstanding transactions for the customer such as all A/R, special orders, work orders, layaways.
- If the customer pays more than the total owing they will receive store credit for their account.
- If you select multiple transactions but only partly pay off the total amount, it pays off oldest outstanding transaction first.
Use the checkboxes to select which invoices you would like to make your payment on, and then press to continue.