Print
QUESTION: Is there a method for using a specific Store Credit to pay a specific AR charge?
ANSWER: Yes, but you will need to be using the September 2010 release of POSitive.
SETUP
A) System Setup: Accounts Receivable: activate "Let Me Chose The Credits To Apply"
B) Make sure the station setting to Use Fast AR Pay is unchecked (Station Settings: Transactions: Misc)
OPERATIONS
1) Choose to Take AR Payment for the customer
You should be seeing the AR Payment screen. Store credits will be listed at the bottom of the screen.
2) Checkmark the Invoice to be paid and fill in the amount of the specific credit to be used.
(The Payment field should equal the store credit value.)
3) Choose Take Tender [F10]
4) You will be prompted to use the customer store credit. Answer Yes.
5) On the Enter Amount Of Credit To Apply should already be filled in; it should match the specific credit to be used.
6) Choose OK
7) You should now see Apply Open Credits screen and checkmark the specific credit to be used.
Related Articles
