How does a customer pay off their account balance?
From the Web Register use the list of transactions to find the transaction at the end of the line the actions will allow you to select Pay. This will bring the payment needed to the Transaction screen you can then select the appropriate payment type to complete the transaction and clear off the On-Account balance. The Payment Type feature is available in Tagrain on activation of the Customer and Credit Management plugin.
Related Articles
Where can I see how much a customer owes to me (On Account)?
From the Web Register use the list of transactions to find the transaction at the end of the line the actions will allow you to select Pay. This will bring the payment needed to the Transaction screen you can then select the appropriate payment type ...
Where can I see how much a customer owes to me (On Account)?
From the Web Register use the list of transactions to find the transaction at the end of the line the actions will allow you to select Pay. This will bring the payment needed to the Transaction screen you can then select the appropriate payment type ...
What is the difference between On Account and Store Credit payment types?
Both “On Account” and “Store Credit” are defined and treated as “Payment Types” in Tagrain. However, there is a subtle difference between the two. “On Account” is used for credit sales wherein the customer is not required to pay anything at the time ...
What information can an account holder edit?
Tagrain allows the account holder to change the following: Password, Profile Picture Change Company Logo Manage Subscription. In Tagrain the Account holder has all the rights to delete customer, product, supplier and user.
What information can an account holder edit?
Tagrain allows the account holder to change the following: Password, Profile Picture Change Company Logo Manage Subscription. In Tagrain the Account holder has all the rights to delete customer, product, supplier and user. Click HERE to know more.