Charge a Purchase to Customer Account (or Apply a Credit)

Maintain Customer Accounts | Take Payments on Account

Basic

Use this procedure to charge a purchase to a customer's account or to apply a store credit to a sale.

Note: Applying a store credit is essentially the same as charging a purchase on account and the same procedure is used.

To charge a sale to a customers account:

1. List the items and customer on the receipt.

2. Click the Account payment button. The Charge Account dialog is opened with Charge to account pre-selected and the full sale amount suggested in the Charge Amount field. The customer's current account balance is displayed for reference.

3. To charge the full amount to the customer's account, just click Save.

To charge other than the full amount, type the new amount and then click Save.

4. If only a portion of the purchase amount was charged, take payment for the remaining balance by another payment type.

5. Save and print the receipt.

Notes:

- You must enable account charges and assign an account limit on the customer record before the account charge option is available. If you attempt to enter an account charge on a non-account customer, and you have security rights to edit account information, Point of Sale will prompt you to enable charges and set a limit directly from the sales receipt.

- The customer's account balance and available credit is immediately updated on the customer's record at this store.

- Point of Sale will block additional charges if insufficient credit is available. The block can be overridden by an employee with adequate security rights or by using the manager override function.

- You can configure Point of Sale to print two copies of account charge receipts one for the customer and a signature copy for you to keep.

If Point of Sale is integrated with QuickBooks Desktop Financial Software the following also apply:

- On the next Financial Exchange, the account charge receipt is sent to QuickBooks Desktop and posted to the customers account.

- QuickBooks Desktop will return the new account balance and any amount past due so that you have an updated balance and available credit amount to reference on the next sale.

- Account statements can be sent to customer's from QuickBooks Desktop. Customer payments on account can be entered in either program and will update the balance in the other with the next Financial Exchange.

Related Topics

Take a payment on account

Make a sale

Correct or clear payments