BEST POS - Charge to account

Charge to Account in BEST POS (Retail)

Summary

This article explains how to charge a sale to a customer account in BEST POS: eligibility, attaching the customer, charging the account (full or partial), and post-checks (balance, receipt). It includes variants (deposit + balance on account) and fixes when blocked (permissions, credit limit, missing customer).

Step-by-step Instructions

1) Prerequisites

  • The customer is attached to the invoice (see article 3.1).
  • The customer profile allows On Account (terms and credit limit set).
  • The user has the required permissions for this tender.

2) Steps

  1. Confirm the customer on the invoice header (name and number visible).
  2. Press Subtotal to confirm the amount to be charged.
  3. To charge the full amount: press the On Account tender.
    Check: the invoice closes and the balance is posted to the customer account.
  4. For a partial charge: take the deposit first (e.g., Cash/Card), then press On Account for the remaining balance.
  5. Print or save the receipt per policy (receipt shows the on-account portion).

3) Variants (if applicable)

  • Customer-specific terms: apply the customer’s price level or tax group before charging to account.
  • Due date and references: add an invoice message (e.g., PO reference) to ease reconciliation.
  • Later settlement: post a payment against the account via customer settlements (separate article).

Fixes and FAQs

  • Tender blocked: check user permissions and ensure the customer is attached to the invoice.
  • Credit limit exceeded: reduce the amount (take a deposit now) or raise the limit per policy.
  • Customer not allowed: enable On Account on the profile, set terms and credit limit, then retry.
  • Unexpected tax/pricing: verify the customer’s tax group and price level before tendering.
  • Reversing a charge: use Void for the last action or issue a credit note / reversing payment per policy.



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