Frequently Asked Question
How to finalize an open order that was done as a Cash Account to on ACCOUNT?
Last Updated 11 months ago
On the invoicing screen as shown below, use the option to change the Cust# by entering ‘C’
The cursor will get positioned at the Bill To field, enter 26450 which is the Account number. The Payment will then show Account instead of $ Cash.
A prompt “recalculate the pricing? [Y/N]” will show at the bottom of the screen. If the pricing of account 26450 is different from the Cash sale, then enter Y to recalculate the pricing.