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Posted by drweld

Account balance update?

Hi

I'm currently using the trial version of Easify Pro.

I like what I see so far and I'm very interested.

One small issue I'm having and I think I just maybe doing something wrong.

I made a customer account who is a trade account andI have a product that I added to test with that has a retail and trade price.

I went to the Point of Sale to use the till feature and selected this account, then added the product to it then completed the sale using F12.

But when I go back to the main program and view that same account the available balance is unchanged? (and no history of the sale that i can see)

I tried the close the till and see if that did it (ctrl-z) but there is no change.

I have tried this a few times and only managed to make a change once.

Is there something I'm missing?

Posted by Richard

Re: Account balance update?

That's perfectly normal, when you process a sale to completion (F12 in the POS and pay in full) the customer will not owe anything, so their balance will be zero.

If they had an open order that they had not yet paid for (In Progress Order, say), that would show against their balance.


Regards - Richard (Easify Developer)

Posted by drweld

Re: Account balance update?

Hi Richard

Thanks for your reply. So if the account customer is having items on 30 days or 60 days, the order should be left open until paid?

Posted by Richard

Re: Account balance update?

Hi there,

No you can set the order as Complete, just don't take the payment in Easify until they have paid.

When you issue the invoice tick the Invoiced box on the billing tab of the order. And as long as the Paid box isn't ticked the order will show against their account as outstanding.

If you want to raise the order in the POS on account, when you press F12 you can click the button next to the On Account box, this will total the sale and set the order to Complete. However the order will be Not Invoiced and Not Paid.

When you want to issue the invoice (say at the end of the month), open the order in the back end (Orders & Quotes Window), go to the billing tab and tick the Invoiced box. You can then print and send them an invoice.

https://www.easify.co.uk/Help/orders_and_quotes_billing

When the order is "Invoiced" it will show against their balance. When they pay for the invoice their balance will go to zero.


Regards - Richard (Easify Developer)

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