• Go to "Point of sale",
  • Click on the spy glass right next to "Customer",
  • Choose a customer,
  • Activate the option "Customer with A/R account:",
  • Save.

 

  • In the POS, enter the customer’s number like you would for a new order,
  • Click on the Customer Search Icon,
  • Click on the Accounting tab,
  • Enter the desired credit limit,
  • Click Save and Exit

 

 

  • On the POS window, press F1 or click on “New Order”,
  • Enter the customer’s name or number,
  • Note:  the word customer will be highlighted in red to indicate there is a unpaid balance,
  • Press F5 or click the add “+” icon, enter “AR” and press enter,

  • A window will appear with a list of all current and outstanding invoices,
  • Select all the invoices that apply for the payment you are receiving,
  • On the bottom left side you may add a rebate or a discount as well as change the amount being received,
  • Click on” Accept”,
  • If a Reminder window appears, simply click “No”,
  • Proceed with recording the payment as you would normally, except this time the receivables option will not be available,
  • Click on the Printer button to register the payment and print a receipt.


NOTE: An invoice number will be automatically generated in order to record and print the receipt but will in no way affect your proper sales statistics.

  • From the POS window, open a new order with that customer
  • Enter the item or job you want to credit and in the quantity field, enter -1 (minus 1) and press enter.

 

 

  • Click on F4 – Invoice and enter the method of refund or credit