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Can I create and how would I create in house charge accounts in Microsoft POS
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Before I begin let it be known that I have performed this act in Microsoft Dynamics POS.
I first go to manager view. Select 'settings' and then select 'Store Settings' and then select 'Payment Methods'. I then elect to create a new method and name it House Account. I then return to the cash register mode. When a customer purchases an item and they are a charging customer I elect house account for payment. When I process the payment a signature sheet and a receipt is printed out just as though it was a credit card charge. I then have the customer sign the sheet, which I retain, and then file it for billing. With this method anything that is bought is subtracted from the inventory and when we close out the register that night we add up the house accounts just as though they are another credit card and everything balances out. About every tow weeks we send invoices that we create in Quick Books.
What we did was create a method of payment called "house account" and whenever a customer makes a purchase they want to charge we call up their name and post the amount to house account. This method rings up the item and deletes it from the inventory and appears like a credit card charge on your x-report. We then send out invoices and collect on the charges periodically.
Hal
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