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How do I transfer house charges from another program
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    How do I transfer house charges from another program

    by RetailEdge Moderator » Tue Sep 09, 2014 12:18 pm

    If you are beginning to use RetailEdge and want to be able to use the house charge feature, but have customers that have previous balances, this is what you should do.

    1. Set up the customers to allow house charges (misc tab of the customer editor). This needs to be done for each customer.

    2. Close out for the night.

    3. Start a new sales session, open a sales screen, enter the customer and ring in a non-entered item (0 on the sales screen) and sell them an item with the previous customer balance. You can call it whatever makes sense (initial house charge balance)

    4. Back date the sale to some previous date before the start of RE. (Ctrl-Alt-D on the sales screen).

    5. Charge the sale to their ACCOUNT payment method.

    6. Close again.

    This should get your customers all set up in RetailEdge so that you can take payments in RetailEdge on their previous balances. Just be aware that when you run sales reports you should have the start dates set to some value after the date set in step 4.
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