payment methods for customers


W

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.

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K

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
 
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R

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
 

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