Accounts Receivable -Charging and Paying Accounts

First step is to make sure your facility is setup to allow charging to an account. Follow these steps first then view the video at the bottom. 

1. Go to management

2. Click Course

3. Click Point of Sale Tab

4. Underneath "Defaults" Make sure that box saying "No Account Balances" is NOT checked

5. Click save at the bottom

Charge to and Pay a Customer Account

Pull up the customer in Quick Order.  Add items.  On the last screen, choose Finalize instead of a payment method. 

This will put the charges on the customer’s account. 

To generate a statement for the customer, go to the Customer Tab and pull them up.  Go to the Financial Tab and you will see Generate Statement.

Once you click on Generate Statement, you have the option of choosing the start date for charges, and the payment due by date.

Press View and you can see the statement, print it and mail it to the customer. 

When the customer pays, go back into the Customer tab, Financial, and click on New Transactions.  You will see their account balance on the left side.  Choose the payment method and click Pay.  Save. \