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💰 Recording Customer Account Payments

Record customer payments on debtor accounts at the register or in back-office. Process in-person payments or record bank transfers.

At the Register

Use this method when customers pay in person at the store.

  1. Select Payment on the register screen
  2. Enter or lookup the account number
  3. Select the customer account
  4. Select Add Payment
  5. Enter the payment amount
  6. Navigate to sub-total
  7. Select tender type (Cash, Card, etc.)
  8. Complete the transaction

AccountsPaymentRegisters

Customers can pay any amount toward their balance. Payments automatically appear in the Account Masterfile.

⚠️ Important: You cannot use CHARGE as a tender when recording payments. Customer must pay with cash, card, or other payment method. 

In the Back-Office

Use this method for bank transfers, phone payments, or manual adjustments.

  1. Navigate to Accounts → Account Masterfile
  2. Open the customer account
  3. Select the Transactions tab
  4. Select Add
  5. Change Type to Cash Receipt
  6. Enter the payment amount in TRX Amt
  7. Optionally add a note in Description (e.g., "Bank transfer")
  8. Select OK

AccountPaymentBackoffice

 

Viewing Payment History

  1. Open the account in Account Masterfile
  2. Select the Transactions tab
  3. View all charges and payments

Transaction types:

  • Sale: Items charged to account
  • Cash Receipt: Payment received
  • Account Fee: Automatic fee charged