payment methods for customers

Jul 14, 2005 2 Replies
W

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

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

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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