TravStar1 Point Of Sale SystemManager's Work Station House Account ManagementHow Do I Make a Payment on a House Account to One Invoice?

How Do I Make a Payment on a House Account to One Invoice?

This lesson will teach you the different ways you can make a payment on a house account.

House Accounts

House Accounts

From the main menu, click on the "House Accounts" button.

Customer Setup

Customer Setup

From the House Accounts menu, click on the "Payments" button.

Question

Question

If you click on the "Yes" button, then the screen will only show payment entries. If you click on the "No" button, then the screen will show all entries for the customer.

Note: In this example, the "No" button is pressed.

Customer Payments / Adjustments

Customer Payments / Adjustments

This screen allows you to pay off an individual charge, pay all charges within a certain date range, and select charges to pay until you reach a selected total payment.  You can also use this screen to add an invoice or edit a payment.

In this lesson we are paying off an individual charge.

Customer Payments / Adjustments

Customer Payments / Adjustments

(1) From the Customer Statements / Adjustments screen, click on the customer whom you are making a payment for.

(2) Click on the invoice you want to pay off.

(3) Click on the "Edit" button.

Type Payment

Type Payment

With your cursor in the payment field, type in the amount of the payment followed by enter.

Enter Check

Enter Check

(1) From the Enter Check screen, type in the check number of the payment.

(2) Click on the "OK" button.

Payment

Payment

(1) Notice that your payment now shows up.

(2) Click on the "Apply" button.

Question

Question

Click on the "Yes" button to complete the one payment entry. Since this is only one payment, the question is not relevant. However, it is relevant when multiple invoices are paid

Payment

Payment

The payment will be shown as the last entry on the Customer Payments / Adjusts screen.