payment methods for customers

[Wendy]

Some clients track sales for their customers even if the customer pays by
other methods than on account. If one of these customers becomes a credit
issue - the client still wants to track the purchases history but wants to
make the account either

cash only
cash and check only
cash, check or credit card only

Currently, you cannot do this with RMS.

----------------
This post is a suggestion for Microsoft, and Microsoft responds to the
suggestions with the most votes. To vote for this suggestion, click the "I
Agree" button in the message pane. If you do not see the button, follow this
link to open the suggestion in the Microsoft Web-based Newsreader and then
click "I Agree" in the message pane.

http://www.microsoft.com/Businessso...317-9ec8-ecb580ceea97&dg=microsoft.public.pos

 

[Ken Nelson]

Wendy,

I may not be understanding your question properly, but I can track all
purchases made by a customer in the customer list regardless of how they
pay.

My biggest issue is I wish you could choose a default payment method for
your customers. For example your Charge Account customers would default to
"on account" when their sale is tendered. It could always be changed if
necessary.

Ken Nelson

 

[Rob]

Wendy,

Have you tried changing the customers 'Credit Limit' to equal 0.
Another option is to modify the HTML Status Bar to display in bold letters
CASH ONLY whenever a customer is selected to the transaction based on one of
the custom text fields.

Rob