Adding Account Credit to the Customer through POS

Overview:

This article covers the process of adding credit to a customer profile in the point of sale screen. This process applies to adding credit to a Member Balance, Customer Credit, and Open Invoices.

Preconditions:

Preconditions are the necessary settings, permissions, and items created in your software to allow the feature to work.

• Access to the Point of Sale module

Steps:

Follow the steps below to add credit to a customer credit account, member balance account, or an open invoice account.

1. Go to the Sales module.

2. Search for the Customer and attach them to the sale.

3. Select the Account you wish to add credit to. This will pull the account into the shopping cart.

4. Enter the Amount you wish to add to the account.

5. Select "Pay Now".

6. Select your Payment Type.

7. Once the payment has gone through, the credit will be added to the Account specified.

FAQ:

Q: How do I add credit to the Member Balance or Open Invoice accounts? 

A: On step 3, instead of selecting customer credit select either the Member Balance or Open Invoices accounts and follow the rest of the steps in the article as outlined.

For further assistance, please contact our Support Team at [e-mail] or 800-929-5737