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Technology Forum Computer questions? Need Technical assistance? Ask Andy! |
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03-20-2002, 07:40 AM | #1 (permalink) |
Join Date: Jan 10 2002 Location: Gaston, SC
Posts: 320
Rep Power: 23 | I had a woman come in who was short about 3.00 on a purchase. I rang it up as a split payment and she said she would bring the balance tomorrow. Well when she came in the next day it would not let me tan her because she had a balance due... how do you get the charge amount to come up so she can pay it and get it off of her account? She brought the money and now I can't get it out of there! Help!!!! |
03-20-2002, 12:50 PM | #3 (permalink) |
Join Date: Dec 10 2001 Location: Michigan
Posts: 41
Rep Power: 0 | Hot, I believe that TansRUsSC would need to create a code PMT before they could use a code PMT??? Quote: On 2002-03-20 08:20, HOT wrote: Type in PMT on the enter sales code area and put in how much they are paying and it will take it off! |
03-20-2002, 01:14 PM | #4 (permalink) |
Join Date: Jan 10 2002 Location: Gaston, SC
Posts: 320
Rep Power: 23 | Danno, you are correct. I tried the PMT and it said it was not a sales code. So I guess I need to figure out how to set up this particular type of sales code because I am sure it has a certain thing to it that I am not familiar with or I would have been able to get rid of the charge. Thanks for both of your responses! |
03-21-2002, 07:58 AM | #7 (permalink) |
Join Date: Jan 10 2002 Location: Gaston, SC
Posts: 320
Rep Power: 23 | Hot... That was OK and I am thankful that you spoke up so quick to help. Danno... I got your email this morning and if I get a few seconds I will call you... thanks for the offer. Now I know why we all like hanging out around here |
03-21-2002, 09:50 PM | #9 (permalink) |
Join Date: Jan 25 2000 Location: CT
Posts: 1,768
Rep Power: 25 | Kimberly, just returned from being onsite with a Helios Client. Just checking to ensure that you got your "Paid on Account" sales code set up. Sales Code "PMT" or "POA" - description "Paid on Account" Sales Code Type = Miscellaneous You would set no taxes - this code is just for collecting monies you are due (taxes already charged on sales) Suggest setting up Division #7 as "Other Non Sales Revenue" to keep these monies out of your normal sales (otherwise the value would be counted twice) - other codes that could be coded to this Division - Prepaid Dollars, Gift Certificates Department - suggest 28 for Paid on Account, 29 for Prepaid Dollars and 30 for Gift Certificates if you use these. Leave the Default Price at 0.00 and set the Price Type radio button to "Variable" - The amount of the payment can then be entered in the POS screen at the time of use. In the lower right corner of the Financial Tab select "Payment" in the "In House Charge" options On the Operations tab select "Track Casher" so you know who received the payment Save the Sales Code and you are ready to go. Hope this help. ANOTHER RELATED SUGGESTION. In the situation that a Balance is Past Due and the system is prohibiting the Client for Tanning - if you choose to allow either of the following - here are two approaches that will eliminate the Past Due situations. 1. Using Master Edit extend the Due Date to a desired future date. 2. Record a "PMT" / "POS" transaction for the amount Past Due and use a Payment Method of "In House Charge" to put the amount back on account with a revised Due Date. (This is also something you should WATCH closely on your detail sales report - that staff is not doing this when you do not wish it done.) |
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