How Do I Charge A Transaction To A House Account If I Know The Customer's Account Number?
This lesson will teach you how to charge a transaction to a customer's house account by using the customer's account number.
Sale In Progress
Ring the items in the customer's purchase. Notice that the Register Status has changed from Idle to Sale in Progress.
Subtotal
By touching the "Subtotal" button, you can see the total Amount Due.
Ready For Payment
You can now tell the customer the total amount that is owed for the transaction by checking the Amount Due.
Other Payment
Touch the "Other" button which will take you to a screen where you can choose payment types other than just Cash or Credit.
Select Customer Account
Type the customer's account number using the number pad on the keyboard. In this case we will use account number 1001.
Select Customer Account
Touch the "Select Customer" button.
Select Customer Account
You will see a message verifying that the customer has been selected.
Select Customer Account
You will also notice that the customer's account number and account name now appear in the top middle window on the register screen.
Tender The Transaction
Touch the "House Charge" button.
Reference
You will be prompted to enter a reference. This reference can be made up of numbers, letters, or both. The reference is used by the store and/or the company to identify individual transactions charged to a house account.
(1) Enter a reference.
(2) Touch the "OK" button.