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Payment on account

Updated over 6 months ago

In stores it is very common for a customer to leave a payment on account for a product to be ordered. In this case there is an option in the POS to generate a payment on account.

Requirements to be able to make a payment on account:

  • It is very important to know how to make a sale. You can follow the steps to make a sale.

Steps to generate a payment on account:

  1. First, go to SELL in the RETAIL module to generate the transaction.

  2. Enter the products and click on the button to pay, the total amount of money entered must be less than the price of the product or simply zero. Then, a window will pop up letting you choose if you want to leave this sale as a debt.

  3. If you click on leave as debt, the confirmation of sale and completed payments will appear.

  4. Later if you click on SALES and look for the transaction, you will see that its payment status is DEBT. and click on Edit Sale.

  5. Click on the sale and select the pen icon to edit it. A new screen will appear to continue with the sale, where you can add the missing payment method.

Image point 3: Pop up window to leave to debt

Figure 4: Transaction display

Image point 5: Edit Sale

Image point 5: Open Sale

Image point 5: Add payment

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