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 Link Technologies - LinkSOFT Documentation 
Help > Point of Sale > Processing > Start Point of Sale > POS Grid > Account Payment >
Account Payment/Credit Note
On-Account Payment/ Credit Note is used to process payments or payment adjustments for a customer. Payments received are  allocated to  outstanding invoices in the customer maintenance screen.

Users need access to process payments. Enable access to  "Allow Account Payments, Menu 640-6" under Role Menu Access .

Steps to process On-Account Payment or Credit Note:

  1. Navigate to "Account Payment -> On Account Payment/Credit Note" in POS. Refer to Figure 1.  This will open a window to select the customer.
  2. Select the customer from the customer screen. This will open the "Payment Entry" form.
  3. Choose the "Transaction Type" either to receive payment or to pass a credit note. Refer to Figure 2 below.
  4. Select the payment type.
  5. Enter the payment amount.
  6. Enter the description for the payment and save.  


Figure 1: Account Payment
 


Figure 2: Payment Entry