If your business uses credit accounts, you can track the use of these as part of your daily Cash Up.
You will find Opsyte's Accounts functions in the Elements table of your Cash Up page.
This article will cover:
Creating a New Account
To create a new account, you can click on the pencil icon next to either Accounts Charged or Accounts Paid. This will bring you to the following window.
You will then need to click the Create Account button.
You can then type in the Name, Phone, Email and Credit Limit of the Account and press Add to create the account.
Charging an Account
When a customer using a credit account makes a purchase, you will need to charge the account. You can do this by clicking on the pencil icon next to either Accounts Charged or Accounts Paid.
You will see a list of credit accounts appear, but you can also use the search box to type in the Account Name.
You will then need to press the Charge button next to the account you wish to Charge. This will bring up the following window.
In the Amount section you can type in the amount you need to charge. The Balance fields will then change to show you the account balance after charging. You can also add notes relating to the charge.
Your Accounts Charged section in the elements table will then update to reflect the amount charged.
Paying an Account
To take a payment on a credit account you will need to click on the pencil icon next to either Accounts Charged or Accounts Paid.
You will see a list of credit accounts appear, but you can also use the search box to type in the Account Name.
You will then need to press the Pay button next to the account you wish to Pay. This will bring up the following window.
You can then type in the payment amount in the Amount field. Then press Pay to register the payment on the account.