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I am just now implementing PFW. We have customers who have paid partially for product prior to our using PFW and the product is to be delivered now. How can PFW know that this deposit was paid in advance?
ANSWER
So that today's cash drawer is not impacted, you need to manually add a CREDIT to the customer AR.
1) go to the customer list
2) choose AR Detail
3) choose ADD
---- CREDIT
---- OPEN
---- Sales ID
---- Date (must be today for the entry)
---- Due Date - can be the actual date of payment
---- Amount of the deposit (lump sum if necessary)
---- Paid - 0.00 (leaving this blank will assure credit is available)
---- Terms - select something (doesn\'t matter which)
---- Comment - Type a short explanation because this will print out for the customer. For example DEPOSIT received on (Date)
Choose OK. Close the AR History screen.
On the right is the amount in the CREDIT field.
When you create the invoice and are ready to deliver the product, PFW will ask if you want to apply the store credit. You will answer YES.
The balance due on the invoice will be the total charges less this store credit. The customer then pays the balance due and the invoice is pocessed.
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