Question fréquemment posée

How do I take a payment at the counter?
Dernière mise à jour il y a un an

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.

image

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

image

You will now be placed in the field next to the 'value' prompt. Here, enter the value 

image

Once the value is entered, you can accept the invoice and print it off for the customer

image

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: 

https://firstcall.amscomp.com/kb/faq.php?id=253

Veuillez patienter!

S'il vous plaît patienter... il faudra une seconde !