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Posted by Mitchell on November 3, 2005, 8:07 am
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We sell equipment to buyers, we would like to produce an invoice to deliver
to the buyer so they can mail a check back. When the check arrives we would
then like to tender the invoice… We’ve tried Quotes, but no invoice
prints…
We tried work orders, but we have to tender the transaction on account to
print an invoice… The problem with this method is that the x report and z
reports show these transactions as tendered and taxes collected… Since we
haven’t received any payment (nor taxes) we don’t want these to show as
tenders… So How can I produce an invoice for customers without showing as
already tendered… Any thoughts would be extremely appreciated…
Mitchell
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Posted by Jason Hunt on November 3, 2005, 11:22 am
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Use the Accounts Receivable functions in RMS. Create a customer account
that has an appropriate credit limit, then tender the sale using the "On
Account" tender type. The sale will be put on their account, and then when
they give you the cheque, pull up their account and use the Payment
function. The documentation can give you more details.
--
Jason Hunt
Advanced Computer Systems
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Posted by Mitchell on November 3, 2005, 11:21 am
Please log in for more thread options Thanks for the reply... But I'm Affraid that Work orders do not work for us...
we have to tender the transaction to print a work order...
.... we haven't collected any money
.... we want to create an INVOICE to Customer
.... If we tender on account. as with any other tender type. the INVOICE
amount is reported on the x/z reports as being collected (tendered) more
important is that taxes are reported, that have also not been collected
yet... so we can't use work order...
we tried to use quote... we select customer, include items purchased. choose
ctrl-F1, then we choose details to give a reference # and desicription and
expiration date... and click ok... and then we stare at the screen,
wondering how can we print this... Hummmm from what we can tell, their is no
way to print quote... Hold on, found it... we have to TENDER IT... did I say
tender a quote, yes tender a quote... back to the problem described above...
we just upgraded from QS2000 3.01N and know that we just haven't caught on
to the new way of thinking yet, so please be patient with us... Right know
though we are in a tizzy trying to figure out how to report taxes and clear
out data that shouldn't be there...
Thanks All...
Mitchell
"Jason Hunt" wrote:
> Use the Accounts Receivable functions in RMS. Create a customer account
> that has an appropriate credit limit, then tender the sale using the "On
> Account" tender type. The sale will be put on their account, and then when
> they give you the cheque, pull up their account and use the Payment
> function. The documentation can give you more details.
>
> --
> Jason Hunt
> Advanced Computer Systems
>
>
>
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Posted by Terrible TomúÚ&€c…!!롼¬~êçŠÛ« on November 3, 2005, 1:39 pm
Please log in for more thread options You missed Mr. Hunt's point.
No work orders. Invoices with payment on account. Like so...
Under Customer Properties select the Account Information Tab. Click on the
Lookup Button (magnifying glass) for Account Type. If no Account Types
exist, go to the Database Menu and select Account Types. Create an Account
Type (for example, Net 30 or Due Upon Receipt) and fill in the blanks. After
you've got a valid Account Type, go back to the Customer Properties window
and select the Appropriate Account Type.
Now go to Database: Tender Types and create a new Tender Type. Call it On
Account or Net 30 or whatever...
Launch POS. Create transaction. Select On Account as Tender Type and
tender exact change. You now have an Invoice for this customer... When you
get the check, go to the POS, select the appropriate customer and use the
Payment (Shift-F4) function to apply the payment to the customer account (and
even to a specific invoice).
HTH,
Tom
--
The worst words in business:
"We''ve always done it that way"
--
Stop Fishing for eMail.
"Mitchell" wrote:
> We sell equipment to buyers, we would like to produce an invoice to deliver
> to the buyer so they can mail a check back. When the check arrives we would
> then like to tender the invoice… We’ve tried Quotes, but no invoice
prints…
> We tried work orders, but we have to tender the transaction on account to
> print an invoice… The problem with this method is that the x report and z
> reports show these transactions as tendered and taxes collected… Since we
> haven’t received any payment (nor taxes) we don’t want these to show as
> tenders… So How can I produce an invoice for customers without showing as
> already tendered… Any thoughts would be extremely appreciated…
>
> Mitchell
>
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Posted by Jeff on November 3, 2005, 2:56 pm
Please log in for more thread options TT almost got it right. Make sure to Z-out on all POS stations before
trying to make a sale using that tender type. It won't appear until then.
--
*
You missed Mr. Hunt's point.
No work orders. Invoices with payment on account. Like so...
Under Customer Properties select the Account Information Tab. Click on the
Lookup Button (magnifying glass) for Account Type. If no Account Types
exist, go to the Database Menu and select Account Types. Create an Account
Type (for example, Net 30 or Due Upon Receipt) and fill in the blanks.
After
you've got a valid Account Type, go back to the Customer Properties window
and select the Appropriate Account Type.
Now go to Database: Tender Types and create a new Tender Type. Call it On
Account or Net 30 or whatever...
Launch POS. Create transaction. Select On Account as Tender Type and
tender exact change. You now have an Invoice for this customer... When you
get the check, go to the POS, select the appropriate customer and use the
Payment (Shift-F4) function to apply the payment to the customer account
(and
even to a specific invoice).
HTH,
Tom
--
The worst words in business:
"We''ve always done it that way"
--
Stop Fishing for eMail.
"Mitchell" wrote:
> We sell equipment to buyers, we would like to produce an invoice to
> deliver
> to the buyer so they can mail a check back. When the check arrives we
> would
> then like to tender the invoice. We've tried Quotes, but no invoice
> prints.
> We tried work orders, but we have to tender the transaction on account to
> print an invoice. The problem with this method is that the x report and z
> reports show these transactions as tendered and taxes collected. Since we
> haven't received any payment (nor taxes) we don't want these to show as
> tenders. So How can I produce an invoice for customers without showing as
> already tendered. Any thoughts would be extremely appreciated.
>
> Mitchell
>
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