If the customer requests to charge the amount of the point-of-sale invoice
to his account, the cashier or salesperson should check that the debtor has sufficient credit facilities
available before processing the payment.
To Charge an Invoice to a Debtor Account:
Once an point-of-sale invoice is created, click on the
speed button or icon or press the key. You may also press the and keys
on your keyboard to charge this point-of-sale invoice to the
debtors account and to print the point-of-sale invoice (till slip).
If the customer is an approved debtor with credit
facilities, and it is requested that you charge the amount of the point-of-sale
to his account, check that the debtor has sufficient credit facilities
available. Enter the amount of the point-of-sale invoice in the account field.
The Payment screen will change to reflect the fields to select the debtor
Click on the Charge to Account field to select a Debtor
account. The Select Debtor Account screen will be displayed.
Click on the Customer field to select the Debtor from the
Debtors search facility and
press the key on your keyboard to close or exit the Select Customer
Check that the name is correctly displayed on the Payments
screen. Click on the button to print the point-of-sale invoice hand it to
At the end of the month or other period, you need to send a
debtor statement to the
debtor to remind him of the amount of point-of sales and/or other invoices, he
or she needs to pay on their accounts.
It is important to implement sufficient control measures to
check that the debtors has sufficient credit facilities available if you charge
point-of-sales invoices to debtor accounts, etc. to limit your losses. If you
grant credit facilities, you may find that some debtors cannot pay their
accounts if their credit limit is set too high or if the credit limit is
exceeded. Some debtors may be very unwilling to pay or settle their accounts.
Should a POS Invoice created and a payment have been processed
and the goods or stock items is returned, you need to process a Credit Note in
the Input - Documents - Credit Notes menu option to process the returns or to correct the POS