Payment on Account Through Point of Sale

 

 

 

Setting Up:

 

1.      From the main AA menu, select File then XML Sniffer.

2.      Make sure the check box for Point-of-Sale is checked.

3.      Enter a directory path for “Folder to Search for XMLs and XMZs” and another directory path for “Folder to put processed XMLs in”.  A ‘Browse’ button is provided for your convenience.

4.      Select the Start button on this form and then minimize the window.  Do not close the window.

5.      Open the POS Control File and in the Import Setup tab enter the same directory paths in the corresponding fields.  These must be the same as entered in the XML Sniffer form.

 

 

Making the Payment Using POS:

 

1.      Start POS

2.      Select the desired Customer making a payment.

3.      Select the Payment button.

4.      Tab to the Tender Amount field and enter the amount of the payment.

5.      Select the On Account button which is now visible.

6.      Choose the Payment Type and select the corresponding button.

7.      Select the Record button.

 

  The payment amount will be treated the same as if it were automatically applied in AR Payment Entry.  Any amount that is left undistributed will appear as a negative amount and with an Invoice number created using an asterisk symbol followed by the Customers Number:

Example:  *12345.

 

 

Checking the Customer Account Balance Using POS:

 

1.      Start POS

2.      Select the desired Customer whose balance is to be checked.

3.      Select the Payment button.

4.      Select the Customer Balance button.  The amount of their balance will be displayed.  A positive amount represents the amount the Customer owes you.  A negative amount would indicate a credit balance.