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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Take Payment on Account (or Issuing Store Credit)</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<style type="text/css">
/* FORCE ALL FONTS TO 12PT */
* { font-size: 12pt !important; }
body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
</style>
<style title="hcp" type="text/css">
<!--
font.hcp1 { font-weight:bold; }
span.hcp2 { font-weight:bold; }
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</style>
</head>
<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Take Payment on Account (or Issuing Store Credit)</p>
<p class="Help-Text"><a href="../qbpos_customers/cust911.htm">Maintain Customer Accounts</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="receipt_payment_acctcharge.htm">Charges on Account</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; color: #800000;"><span>Basic</span> </p>
</div>
<p class="Help-Text">Payments on a customer's charge account are recorded on a receipt. &#160;</p>
<p class="help-text">&#160;</p>
<p class="Help-Note"><span class="hcp2">Note</span>: Issuing store credit is essentially the same as taking payment on account and the same procedures are used. If you are issuing store credit due to a merchandise return, create a <a href="receipt1016.htm">return receipt</a> and use the second procedure below.</p>
<p class="Help-Info-Line">To record a payment on account:</p>
<ol>
<li class="p-Help-Steps">
<p class="Help-Steps">Start a new receipt, with or without sales items listed. List the customer on the receipt.</p>
</li>
</ol>
<ol start="3">
<li class="p-Help-Steps">
<p class="Help-Steps">Click the <span class="hcp2">Account</span> button. The Charge Account dialog is opened. The current account balance is displayed for reference.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Click the <span class="hcp2">Make payment on account</span> option.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Enter the amount the customer is paying.</p>
</li>
</ol>
<p class="Help-Indent">The full account balance is suggested. Type over this amount if the customer is paying a different amount.</p>
<ol start="3">
<li class="p-Help-Steps">
<p class="Help-Steps">Click <span class="hcp2">Save</span>. The receipt is updated with the balance due from the customer (account payment plus any new purchases).</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Take payment by any other payment type. &#160;</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Save/print the receipt.</p>
</li>
</ol>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><font style="font-style: italic;">Payment on Account</font> and the amount is added to the receipt item list and, when saved, the payment receipt is added to your sales history.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">A customer cannot make a payment on account by charging it to his account.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">The customers account balance and available credit is updated accordingly at this store.</p>
</li>
</ul>
<p class="Help-Info-Line">If integrated with QuickBooks Desktop financial software:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Payments/credits on account can be entered directly into QuickBooks Desktop financial software if you prefer, using the <font class="hcp1">Customers</font> <font style="font-family: 'Wingdings 3'; font-weight: bold;" face="Wingdings 3"></font> <font class="hcp1">Receive Payment</font> option (see your QuickBooks Desktop documentation for more information). If choosing this method, the payment should NOT also be entered in Point of Sale. Payments on account recorded in QuickBooks Desktop will be reflected in Point of Sale after the next Financial Exchange.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">When you take payments or give credit on account in Point of Sale, a customer payment is created in QuickBooks Desktop with the next Financial Exchange. How, or if, this payment is applied to open invoices for the customer is determined by your Receive Payments preferences in QuickBooks Desktop. <a href="../qbpos_qb_data_exchange/qbfs_poa.htm">Learn more</a>.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="../qbpos_customers/cust911.htm">Set up an account for a customer</a></p>
<p class="Help-Text"><a href="receipt1005.htm">Make a sale</a></p>
<p class="Help-Text"><a href="receipt_payment_correcting.htm">Correct or clear payments</a></p>
</body>
</html>