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Re: Giving a user a credit



Actually, this looks like it will work just jim dandy. I had tried to do exactly what you were suggesting but hadn't checked the "All Customers" checkbox.

Next question: would the payment be a positive or negative amount entered?

Charley

Chris Travers wrote:
Hi Charley;

I think you misunderstood me.  In the Cash->Receipt screen, you can
select "All Customers."  Then you can take a payment from a customer
who doesn't currently owe you money.  This negative due will then show
up on statements, etc. though handling leaves something to be desired.
 At some point we will redesign that part but are wondering a) wether
this is a good workaround and b) whether there are things that you see
that makes this undesirable.

Best Wishes,
Chris Travers

On 1/2/07, Charley Tiggs <..hidden..> wrote:
Nothing wrong with that approach but only works if you have open
invoices to apply against.  Customer sometimes has product being
returned where there is no invoice to return against.  Rather than write
a check to the customer, they're wanting to give the user "store
credit", so to speak.

Charley

Chris Travers wrote:
Hi Charley;

Trying to understand the exact needs here.  Currently you can sort of
use Cash->Receipt to do this.  Is there anything fundamentally wrong
or awkward about this approach?

Best Wishes,
Chris Travers

On 1/2/07, Charley Tiggs <..hidden..> wrote:
Howdy folks!

In the old application for my client, it was easy enough to add a credit
amount to a customer so that the next time an order was placed by the
customer, that credit was applied prior to the charge.  Can the same
thing be done within LSMB?  If so, how?

Charley