CREDIT SALES

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Enrique Perez

• January 14, 2018 21:48

Hello
I am doing some tests but I can not find the option if for example a customer owns credit purchases, for example it is used a lot in the restaurants that have service for companies which they sell day by day and the customer pays at the end of the week, there is some way to be able to make this sale on credit to then be able to search in reports, those bills that are unpaid .-

 

Best regards. Enrique

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  Aronium Support

  • January 14, 2018 21:50

  Hi Enrique,

  Please, read this article, it describes the process and requirements for credit purchase.

  https://help.aronium.com/hc/en-us/articles/115001968912-Credit-payments

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  Enrique Perez

  • January 14, 2018 22:17

  Hi, Bosko

   

  I saw the process and it works, now another question, is only the option to issue the total payment, when changing the state of non-payment to paid, but there is no partial payment option?
  
  Tks, Enrique
  

   

   

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  Aronium Support

  • January 14, 2018 22:26

  You can always add another payment to a document (transaction). Here is the example:

  1. Customer buys something for $100, but pays only $50
  2. $50 is cash payment, other $50 is a "credit" payment
  3. Customers comes and brings $25
  4. You can update the transaction (document) by changing previous credit of $50 to $25, and add new payment of $25 int cash

  So, you can update payments whenever you wish, that will result in correct reports and you can keep track of unpaid transactions. The only requirement is, once payments are set, payments total must match document total

  

  I hope this helps.

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  Gee Alba

  • October 31, 2018 16:20

  I wish it can automatically detect full payment and tag the document as "paid", looks like we have to do it manually

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  Aronium Support

  • October 31, 2018 16:40

  Hi Gigi,

  You don't, but it depends on your payment types.

  If payment type used for sale has "Mark transaction as paid" turned ON, sale will be marked as "Paid". Otherwise, if any of payment types used for transactions has "Mark transaction as paid" turned OFF, sale will be marked "Unpaid".

  Please, check your payment types if they have this option turned on or off. You can find more info at https://help.aronium.com/hc/en-us/articles/209548569-Payment-types.

  Hope this helps.

  Thanks, Aronium team.

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  Gee Alba

  • November 01, 2018 07:48

  If payment type used for sale has "Mark transaction as paid" turned ON, sale will be marked as "Paid". - this one works only to first payment. I would like to see for the invoice however, to be automatically tagged as "paid"  if the customer returns with 2nd payment /full payment without switching the "paid/unpaid" manually. 

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