Frequently Asked Question
To take a payment at the counter, you will first want to enter the customer number and clerk info per usual.
Once you are at the first invoice line, press the F4 key to go up a line unto the transaction type.
If you are running semi-integrated payment terminals, the transaction payment method will update to 'Suspense' when changing the transaction type. If you are not running an integrated payment solution, you can press F4 again and enter the payment method
From the transaction type field, enter (C) for a Credit on Account / Payment.
From the linetype field, enter a $. This will automatically enter your 'Received On Account' text, giving you a chance to change it. If you do not wish to change it, press enter
You will now be placed in the field next to the 'value' prompt. Here, enter the value
Once the value is entered, you can accept the invoice and print it off for the customer
This provides the customer with a hard copy of the transaction and also automatically posts the credit to their account, assigning the value to 'Unapplied', which you can then apply via the Accounts Receivable 'Apply Unapplied Cash' module.
More info on applying payments taken at the counter can be found here: