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Retail POS Software Manual
12. Managing Customer Payments
There are four screens where the Customer Payments can be managed:
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The Retail POS popup and the Point of Sale screen can be used to Add, Modify or View customer payments using the Payments Popup. In either places, press the appropriate button to invoke the Payment Popup.
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From the Payments screen, Modify, Delete, Search for a payment using the Payments... button, or press the animated blue Export List... button to export payments to a CSV file.
You can select the required screen from the Module List on the left-side of the screen.
The Payment Popup
To invoke this popup, press the provided button in the Retail POS popup and the Point of Sale screen, or the Add button with the Plus sign on it from the Payments screen. Alternatively, use the Payments Popup. You can Add Customer Payments using this popup. A similar popup can be used for Modifying a Payment.
The Due Amount and the Paid Amount are defaulted to the actual Balance. You may change the Paid Amount as desired. You can also select the Payment Method and enter the Credit Card or Check information. By pressing the OK button, the Payment is recorded and the Paid and the Balance on the screen, where the popup is initiated, are updated.
The Payments Popup
Press the Payments... button from the Point of Sale, Customer Sale Orders and Sale Order Details screens. You can use this popup to manage your Customer Payments for an invoice. Then you can add or modify Payments:
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To create a new payment, you can press the Add button with the Plus sign on it.
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For existing payments, you must first select an entry in the list and press the Modify button with the Pen on it.
Other useful links:
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