Summary

This guide explains how to take a payment on a customer account in BEST POS: select the customer, enter the amount, pick the tender, apply to one or multiple invoices, and print the receipt. It covers deposit, partial payments, overpayment (credit) and common fixes.

Step-by-step Instructions

1) Prerequisites

• The customer exists with up-to-date info.
• There are on-account invoices outstanding or a deposit is permitted by policy.
• You have the required permissions to take customer settlements.

2) Open customer settlement

1. From the sales screen or customer menu, open Customer > Search, find and select the customer.
2. Launch Customer Settlement (or Payment on Account per your label).
3. Check: the list of open invoices appears (number, date, balance).

3) Enter the payment

1. Key the amount received (e.g., 150.00).
2. Select the tender (Cash, Card, Cheque, etc.).
3. In the invoice grid, tick invoices to pay and/or adjust partial amounts per line.
4. The remaining balance of the payment and invoices updates in real time.
5. Confirm with OK / Save.

4) Variants (if applicable)

• Partial payment: distribute the amount across several invoices by entering less than each invoice balance.
• Deposit (no invoice): enter amount and confirm without selecting invoices; a customer credit will be created.
• Overpayment: if payment > total balances, the excess becomes a credit for future use.
• Reference: add an Invoice Message (e.g., cheque number, PO) to aid reconciliation.

Fixes and FAQs

• Cannot confirm: ensure an amount is entered and a tender selected. Check your permissions.
• No invoices listed: widen the date range, refresh, confirm invoices were charged to account.
• Wrong allocation: correct per-line amounts, then reconfirm; do not exceed an invoice balance.
• Tender failure (card/terminal): verify terminal link, retry, or choose another tender.
• Reverse a settlement: if just posted, use Void; otherwise process a reversing settlement or credit note per policy.