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Account Charges
Question asked by Thomas Grace - January 8, 2016 at 1:22 PM
Answered
We have a couple of teams that we sponsor. We have accounts set up for that team with a balance that they can pull from similar to a charge account.  I have turned the manual upside down and gone through many of the video tutorials but have not been able to find any information.
 
I went to Accounts/Receivables/Enter Account Credit and set up their initial Balance ($1000)
 
How do we enter the products they order so that the total they spend deducts from that total?
 
To date, all that happens when we enter an order and select (Other/credit memo) is that the total is entered into the system but is not deducted from their balance.

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Terry Swiers Replied
January 8, 2016 at 2:01 PM
Employee Post
Which of your locations are you attempting this from?  The answer depends on if you are at the location using Atrex 11 or Atrex 15.
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Terry Swiers Replied
January 14, 2016 at 4:32 PM
Employee Post
In v15, select "Options - Company Setup/Customization - Company Information and Settings" from the main menu.  Click on the Defaults tab and look for the entry that says "Credit/Payment Application" and select Apply Credits from the list.  

With this default enabled, it will prompt you if you want to use an outstanding credit when you get to the payment window of a transaction.  This will allow you to deplete the credit as the customer purchase additional products.  When the credit is depleted, it will no longer prompt you.

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