This article will guide you through processing client past due invoices through Point Of Sale (POS).
1. Access POS Terminal: Navigate to Main > POS. This will list the POS terminal options, select the one terminal that you wish to use the process the client payment. Click on the link labeled Click To Lookup A Person.
After clicking the link a search option allows to locate the client. Search and select the desired client.
2. Process Client Invoices: After selecting the client you will see their unpaid invoices appear. To remove or update any payments click on the payment itself and make the desired changes and click update. To remove just click the remove button. If you make several changes and then decide that they are not correct click the Reset All button to undo everything. When all payments are correct click the CHECKOUT button to continue.
3. Checkout: Clicking the CHECKOUT button will advance you the checkout screen. Select the employee you wish to assign the sale to. Select and enter your desired payment method(s).
4. Complete the Sale: Once you have entered the sales person and selected the payment method(s) you are ready to complete the sale. Click COMPLETE THIS SALE button to finish processing the payment.
Congratulations! You have processed a payment on a past due client!
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Point Of Sale (POS) - Can access POS terminals
- Option Automatically Pull In Client Invoices To Register set to Yes in each POS terminals