RMS needs better payment features

May 08, 2006 1 Replies

RMS version 1.2.078. I have a 3 store plus HQ business. The HQ location also has a store license because payments from all stores come to HQ and you can only enter payments thru Store Ops. There needs to be a more global payment method, hopefully it could be in HQ instead of the Store Ops. I run into 2 issues: 1. There is no way to void a payment or make corrections or additions once the payment is applied until it makes it's way thru the system.



  1. If one of their customers makes an over payment to their account, which in their business is done quite regularly. It is a printing business and alot of thier clients will pay extra money because they don't want to write a check for each of the many small jobs they will have with them thru out the month.The credit cannot be applied at the HQ store, it is sitting out at the store location where the customer does thier business. So to apply the credit the office manager either has to remote in and apply it or email the strore manager to do it. Sometimes their is nothing to apply the store credit to if the customer uses multiple strores and all the invoices happen to be from other stores. If the HQ store would allow you to make a negative payment (apply money to their account) you could sepearate the over payment from the rest of the payment and this would eliminate the store credit, because you could tag that part to the HQ store instead of the stores where the invoices are created.


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I'll agree that HQ should have a way to accept payments. Lots of businesses have a physical HQ that is separate from all stores and I'd imagine that more than a few receive payments on account via mail. Requiring a Store Ops license to process payments on account is silly.

However... I have not voted on your suggestion yet. Your details leave me confused.

'thru the sytem'??? Do you mean that the global account cannot be adjusted until after a 401 runs? You *can* make a negative payment and return money to the customer, though I don't think I like the idea...

Are you using Global Customers? It sounds as if you aren't. You might want to look into global customers.

I'm hesitant to vote one way or the other, because I am confused about what you are suggesting. It sounds like you want global customers, which RMS already has, and that you want to be able to receive payments at HQ.

Tom

"Curt" wrote:

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