92 lines
5.4 KiB
HTML
92 lines
5.4 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Charge a Purchase to Customer Account (or Apply a Credit)</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<style type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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* { font-size: 12pt !important; }
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
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</style>
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<style title="hcp" type="text/css">
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<!--
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span.hcp1 { font-weight:bold; }
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-->
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</style>
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</head>
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<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Charge a Purchase to Customer Account (or Apply a Credit)</p>
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<p class="Help-Text"><a href="../qbpos_customers/cust911.htm">Maintain Customer Accounts</a> <font style="font-weight: bold;" color="#C0C0C0">|</font> <a href="receipt_payment_poa.htm">Take Payments on Account</a></p>
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<div>
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<p style="text-align: right; font-family: Arial, sans-serif; color: #800000;"><span>Basic</span> </p>
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</div>
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<p class="Help-Text">Use this procedure to charge a purchase to a customer's account or to apply a store credit to a sale.</p>
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<p class="Help-Note"><span class="hcp1">Note</span>: Applying a store credit is essentially the same as charging a purchase on account and the same procedure is used.</p>
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<p class="Help-Info-Line">To charge a sale to a customers account:</p>
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<ol>
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<li class="p-Help-Steps">
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<p class="Help-Steps">List the items and customer on the receipt.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Click the <span class="hcp1">Account</span> payment button. The Charge Account dialog is opened with <span class="hcp1">Charge to account</span> pre-selected and the full sale amount suggested in the <span class="hcp1">Charge Amount</span> field. The customer's current account balance is displayed for reference.</p>
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</li>
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</ol>
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<p class="Help-Indent"><img src="../image/payment_accnt_charge.gif" alt="" style="border: none;" width="314" height="163" border="0"></p>
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<ol start="3">
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<li class="p-Help-Steps">
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<p class="Help-Steps">To charge the full amount to the customer's account, just click <span class="hcp1">Save</span>.</p>
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</li>
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</ol>
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<p class="Help-Indent">To charge other than the full amount, type the new amount and then click  <span class="hcp1">Save</span>.</p>
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<ol start="4">
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<li class="p-Help-Steps">
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<p class="Help-Steps">If only a portion of the purchase amount was charged, take payment for the remaining balance by another payment type.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Save and print the receipt.</p>
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</li>
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</ol>
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<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
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<p class="Help-Heading-2">Notes:</p>
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<ul style="list-style: disc;">
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">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.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">The customer's account balance and available credit is immediately updated on the customer's record at this store.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">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 <a href="../qbpos_secadmin/secadmin_mgr_override.htm">manager override</a> function.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">You can configure Point of Sale to <a href="../qbpos_workstation_preferences/wsprefs03.htm">print two copies of account charge receipts</a> one for the customer and a signature copy for you to keep.</p>
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</li>
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</ul>
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<p class="Help-Info-Line">If Point of Sale is integrated with QuickBooks Desktop Financial Software the following also apply:</p>
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<ul>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">On the next Financial Exchange, the account charge receipt is sent to QuickBooks Desktop and posted to the customers account.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">QuickBooks Desktop will return the new account balance and any amount <a href="../qbpos_customers/cust_pastdueacct.htm">past due</a> so that you have an updated balance and available credit amount to reference on the next sale.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">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.</p>
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</li>
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</ul>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Main-Topic-Links"><a href="receipt_payment_poa.htm">Take a payment on account</a></p>
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<p class="Help-Main-Topic-Links"><a href="receipt1005.htm">Make a sale</a></p>
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<p class="Help-Main-Topic-Links"><a href="receipt_payment_correcting.htm">Correct or clear payments</a></p>
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</body>
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</html>
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