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Microsoft Dynamics RMS (Archived)

how do apply credits to open transactions on my customer accounts?

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I have customers who prepay for services. When they come in to get the services I tender the POS transaction to their account. This leaves an open purchase transaction on their account. I need to apply their credit balance to the open transaction so I can close the transaction. I figured out how to do this one customer at a time but would like to be able to do it in bulk.

 

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  • Jeff @ Check Point Software Profile Picture
    13,382 on at
    Re: how do apply credits to open transactions on my customer accounts?

    I think you are going to have to find an add-on to do this.  I have not seen one for this though.

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