Receiving Payments on Account

We use a "home built" accounting package. Because of this, we usually don't receive payments to a customers account through the RMS POS, thus throwing customers balances way off.

Is there a way to import a file with customer payments, or run an sql query to update customer balances with what our accounting software says?

We are running three store locations w/HQ's. Version 1.2 for now, soon upgrading to 1.3.

Let me know if any more information is needed.

Thanks, Michael

Todd,

Thank you for your response. I understand your two explanations, but I was hoping to find out there would be some other options.

We are probably a unique user of this software in the sense that many of our customers never cut us a check for their statement balance. Their RMS balance is deducted from an amount that our company owes them for. I was hoping that I could grab this amount that is already in a different system and feed it into the RMS system from the backside.

Reading back over your point #2, I was wondering if you know what the various triggers that are ran when an account adjustment is done in the system. Would it be possible to mimic these actions to adjust the customers balance? Just a thought. Let me know if you would have any other input on this topic please.

Thanks, Michael First District Association

"Todd Berger [MSFT]" wrote:

Todd,

Thank you for your response. I understand your two explanations, but I was hoping to find out there would be some other options.

We are probably a unique user of this software in the sense that many of our customers never cut us a check for their statement balance. Their RMS balance is deducted from an amount that our company owes them for. I was hoping that I could grab this amount that is already in a different system and feed it into the RMS system from the backside.

Reading back over your point #2, I was wondering if you know what the various triggers that are ran when an account adjustment is done in the system. Would it be possible to mimic these actions to adjust the customers balance? Just a thought. Let me know if you would have any other input on this topic please.

Thanks, Michael First District Association

"Todd Berger [MSFT]" wrote: