Some of the screens, themes and periods and tax percentages, for Point-of-Sales, is not in line with the rest of the documentation. 

Once the customer has brought his / her items to the Point-of-Sale terminal, and the transactions are entered (stock items and quantities selected and / or scanned with a barcode scanner), you need to process the payment to charge the invoice amount to a debtors account, as requested.

If the customer requests to charge the amount of the Point-of-Sale Invoice to their account, the cashier or salesperson should check that the debtor has sufficient credit facilities available before processing the payment.

To process charge Point-of-Sale Invoices to Debtor (customer / client) accounts:

1.Once a Point-of-Sale Invoice is created, click on the F9:Payment icon to process the payment received. 

F9

2.If the customer is an approved debtor, you may charge the amount of the Point-of-Sale to their account. 

3.In the “Comments” section of the “Cash” screen, enter any serial numbers, remarks or comments, if necessary. 

pos-payment-account


The comments will be printed on the POS Invoices, Delivery notes or any other Document layout file. 

These comments can also be searched in the Search (Investigator) (Action ribbon).

4.Enter a zero in the “Cash” amount and click in the “Account” field. The amount will automatically be updated in the “Account” field.  

pos-payment-account-change-customer

5.Click on the “Charge to account” field to select a Debtor (customer / client) account. The “Select customer” screen will be displayed. 

6.Click on the “Customer” field to select the Debtor from the Debtors lookup.

pos-payment-account-select-customer

If the customer requests to charge the amount of the Point-of-Sale Invoice to their account, the cashier or salesperson should check that the debtor has sufficient credit facilities available before processing the payment.

7.The default delivery address (if entered on the Delivery address tab of the debtor (customer) account) will be displayed. Enter any messages or over-type the delivery address, if necessary. 

8.Press the Esc key to close the “Select customer” screen. 

9.Check that the name is correctly displayed on the “Payments” screen. 

10.Click on the Next button to print the Point-of-Sale Invoice, and hand it to the customer.