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Customer got credited on their house account..
  • Little Mountain
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    Customer got credited on their house account..

    by Little Mountain » Wed Oct 24, 2007 1:30 pm

    I need to make their account $0.00
    It was put in as a payment on the wrong account.

    How do I change it so their balance is $0.00
    There is no option to manually add or subtract things at a entered price, etc.
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    Re: Customer got credited on their house account..

    by RetailEdge Moderator » Fri Oct 26, 2007 12:08 pm

    The best way to solve this issue is to

    1. Sell something to customer 1. Try doing something like selling a non-entered item (enter 0 on the sales screen). Use for a description something like "Account Adjustment" and sell it for the amount of the payment.

    2. Return something to Customer 2. Return a non entered item like the one sold in step one. Return it to the ACCOUNT payment method.

    This should take care of it for you.

    Little Mountain wrote:I need to make their account $0.00
    It was put in as a payment on the wrong account.

    How do I change it so their balance is $0.00
    There is no option to manually add or subtract things at a entered price, etc.
  • Little Mountain
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    by Little Mountain » Fri Oct 26, 2007 4:16 pm

    Wouldn't that count against our daily total, in which we pay state sales tax on?
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    by Little Mountain » Tue Dec 18, 2007 5:26 pm

    Bump for an answer.

    Also, will there be a way to manually edit balance accounts coming w/ a release?
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    by RetailEdge Moderator » Tue Dec 18, 2007 5:48 pm

    There are not any plans to have a manual adjustment to a customers house charge. I can add it to the list but I don't think that that it will be very high priority because there is already a way of doing it.

    The current solution listed above would not count against your sales total because in the first transaction you are selling something and in the second transaction, you are returning something for the same amount. The two transactions balance each other out.

    Little Mountain wrote:Wouldn't that count against our daily total, in which we pay state sales tax on?
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    by Little Mountain » Wed Dec 19, 2007 10:17 am

    Ok, thanks Bill.
    I fixed it yesterday!
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