This report lists out all of the available, or due credit balances on customer/employee accounts.
Overview
From this report you can click on the account name in the first column (Full Name) to view to view the transaction history, or click on the total under the Balance column if they need to pay back a balance on a credit.
Balance Details - Transaction History
Paid By Customer Credit Transaction
// From the customer's profile, you can either add a Credit limit, or keep track of personal account balances.
- Balance - Essentially this is a Gift Card balance. Instead of assigning a monetary value to a physical card, you assign it directly to the customer's profile!
- Credit Limit - Exactly what is sounds like, you are extending the customer credit with the understanding that they will be paying these invoices back at a designated time. Click in the grey box to enter the amount you wish to give.
// Then, from the POS, you can use the "Pay by Customer Credit" option. At this time, the system will pull from the Credit Limit.
- In order to pull from the Balance, select the Gift Card payment option.
// From the POS, or the Customer Credit Report in the /sp_admin, you can mark the invoice as paid once the customer as settled their balance. (this is completed externally from CS)
If you view the report form the /p_admin, and balance denoted with a '-' in front of the total is the amount of money the customer owes you to settle their credit.
Click on the Balance (-€10.00 in this example) to view all invoices due. Once paid, click on the Pay Now link to mark as completed!
Once the invoice has been marked as paid, the Pay column will update to which user marked it as paid, and the date stamp. This will then set the credit limit back to its original amount.
TIPS
1. Click on the Check ID number to view the itemized receipt.
2. PRINT INVOICE - Enter the invoice due date, then click the Print link next to the invoice of your choice.
- This will default to InvoiceTemplateID - 1 which will pull from your Event Mail Templates section under Advanced Settings. If you have a specific template you'd like to point the print template to, please contact Support so they can adjust this for you!
Not sure how to find out which template number to give to Support?! Navigate over to your Event Mail Templates, and note the ID = # to the right of the Template Name
