How do you setup a customer charge account?
Answered
I have a few customers that i allow to charge items to an account and pay me on a later date. I've added the customers to the software but i can not seem to see where it keeps track of the amount owed on each of the customer accounts also how to make a payment on the account. Any suggestions?
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Hi,
What you need to do is to follow instructions regarding credit payments at https://help.aronium.com/hc/en-us/articles/115001968912-Credit-payments.
To edit credit sales, you need to edit previously created transaction and update payment types by adding new, or updating existing payments.
Keep in mind that, once payments are set, total amount in payments must be equal to document total in order to save changes.Once you create credit sales / purchase, you can see the balance for each customer in reporting section, there are two reports available:
- Unpaid sales
- Unpaid purchase
Hope this helps.
Best regards, Aronium team.
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THIS DOESN'T WORK. EVEN IF A PAYMENT IS ENTERED AS 'NEW', THE SYSTEM WOULD STILL DEMAND IT BE A FULL PAYMENT TO RECORD IT. IF IT IS NOT A FULL PAYMENT THEN IT WOULD NOT RECORD. IT IS THE PROBLEM I'M FACING AND NEED URGENT HELP TO TRANSACT.
I SUGGEST YOU WORK INTEGRATE AN INVOICING FEATURE AS A PAYMENT TYPE AND SET THAT UP TO BE RECEIVING PAYMENTS IN INSTALLMENTS. THAT WILL SOLVE THIS PROBLEM. THIS IS A NEED IN THIS SOFTWARE. I'M STUCK WITH PAYMENTS THAT HAVE BEEN PAID IN PART. THE SYSTEM CANNOT ACCEPT THEM. I HAVE TRIED TO RECEIVE THEM IN NEGATIVES BUT STILL THE SYSTEM IS REJECTING THEM. COULD YOU PLEASE WORK ON THIS AS URGENTLY AS POSSIBLE? ALTERNATIVELY,YOU CAN UNLOCK THE RECEIVING OF PAYMENTS AND ALLOW THE SYSTEM TO RECEIVE PAYMENTS IN PART. YOU CAN REPLICATE THAT FEATURE AND NAME IT ;INVOICE' AND PLACE A BUTTON RIGHT NEXT TO CASH PAYMENT TYPE. THAT WILL GREAT HELP US SERVE THE CLIENTS EFFECTIVELY. AS IT IS, WE ARE STUCK!!!
URGENTLY HELP!!!
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Hi Henry,
When closing sales, payment type must be specified in full amount. You cannot close a sale without specifying payment type and amount not less then receipt total.
Can you please tell me, did you create a payment type with "Mark transaction as paid" option turned off, as described here?
You can then use payment type set s in above example for unpaid sales, system will accept them and you'll be able to track them.
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Hi Henry,
You have replied to a "noreply" email, these emails ends up in a some kind of spam (suspended) and we will easily missed them (there is nothing we can do to change this behavior, unfortunately).
Please, do not reply to community email directly, as they will be probably missed, like this one.
You wrote the following:
"My case is one where a customer buys goods for $500 on credit starts to pay in various installment.
For example he pays $ 50 today, $100 after one week, $70 in another week,etc until the payment is paid in full.
The problem I'm having is with recording those installments. The system is rejecting to record a payment that is not equal to the total amount on the document. How do I receive installments?
I will appreciate your urgent guide.
Regards! Henry"
For this situation, what you need to do, is update payments as follows:
- Add new payment you have received (e.g. $50) with payment type Cash (assuming it was paid in cash)
- Update existing "Credit" payment and deduct these $50.
This way, total will match.
I hope this helps.
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