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HOW DO I INVOICE A CUSTOMER ON COD?
I am shipping the product to the customer by a COD carrier who will collect the money and then send me the check. How does PFW handle this?
If you are using the Professional or Premiere version of PFW, you can properly handle COD invoices by tendering the invoice to a "finance company" or third party.
1) Go to File: Definitions: Finance Companies and enter the information for UPS or any other carrier who will be collecting the COD charges.
2) When creating a customer invoice for product which will be shipped COD, on the tender screen highlight Finance Company and press Enter.
3) Select the UPS or other carrier and complete the invoice.
4) When you receive payment from UPS, go to the Customer List, Highlight the UPS or other carrier and choose TAKE PAYMENT.
5) Select the invoice(s) being paid and process the payment.
NOTE: Process only 1 check at a time. If you have received multiple checks from the UPS or other carrier, do not attempt to combine all checks into one lump sum; process each check individually.
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