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We receive mail orders for product and a check is often enclosed. Sometimes the check looks suspicious. How can I tender the check without flagging an order as paid in full?
1) Create the customer order, listing all the items being ordered.
2) Do not take payment at this time. The order will still have a full balance due.
3) Go to the Customer List, highlight the customer, and choose the Take AR Payment button.
4) After entering Sales ID, select the ADVANCE PAY button. This allows you to accept the check without applying the monies to the customer order. The amount is now recorded as an Unapplied Store Credit for this customer.
5) You will then balance the cash drawer, make your deposit, and wait until your bank confirms that the check has been properly processed.
6) Once the check has cleared the bank, you may apply payment to the customer order.
--- Go to Orders In Process
--- Highlight the customer Order
--- Choose the Payment button. Choose to pay in full. You will be prompted that the customer has a Store Credit which you will use as payment.
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