Overview:
This article will follow step by step instructions for using the member balance or customer credit accounts as a payment method.
Preconditions:
Preconditions are the necessary settings, permissions, and items created in your software to allow the feature to work.
- Access to the Sales Module
- Must have available funds in either account to pay for a transaction
Steps:
1. Go to the 'Sales' tab.
2. Add items being purchased to the cart and add the customer profile to the sale. If there are funds in either the member balance or customer credit account, those will display on the right side of the customer profile.
3. Select 'Pay Now'
4. Within the payment window select either 'Member Balance' or 'Customer Credit' as the payment method. If there are enough funds to cover the balance, the transaction will complete. If not, select a different payment method to cover the remaining balance and complete the transaction.
*Please note that if you have a department restriction within customer credit accounts it may prevent the sale of certain items within your cart.
For further assistance, please contact our Support Team at support@foreup.com or 800-929-5737