There are situations where a customer cannot be refunded or requests that it be added to their credit for a later booking. Perhaps they have used a cash payment for a tour was has since been cancelled and they have left the building.
For this and other situations you can use a bank system which allows customers to add and redeem dollars into their own personal account.
To setup:
- Click Tools > Accounting > Payments.
- Click <New Item> from the Payment drop-down list.
- Enter the name of the payment, such as Bank.
- Set the Method of Payment to Bank.
- Recommended. Click Options. Uncheck Allow Mark as Default.
- Click OK.
To add a deposit to the customer account:
- Reverse the charges, which can be done by individually selecting them and clicking Reverse.
An outstanding amount show be showed owing to the customer, - Click Payment and select the Bank form of payment, as created by you.
- Click Next. Optionally select multiple invoices.
- In the Bank payment window, you should see the default customer account is selected.
- The Method should be set to Deposit.
- Enter the Amount to be deposited.
- Click OK.
To redeem dollars from a customer account:
- In an invoice with an amount outstanding, click Payment and select the Bank form of payment, as created by you.
- Click Next. Optionally select multiple invoices.
- Optionally select an alternative Customer by clicking Search.
- Enter the Amount to be redeemed. The amount remaining in the customers account must be at least $0.00.
- Click OK.
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