Some stores, there are usually those that use later payments. Usually, this later payment is used when the customer wants the debt first until the specified date is paid off. The payment period is usually set by each store.
At DealPOS there are several steps to make a later payment. Here are the steps to follow.
Table of Content :
I. Make Transaction with Payment Later
Step 1. Go to Sell, then Make a Transaction
Select Product and insert to cart using manual add, barcode scanner, or click on your quick-key.
Step 2. Input Customer Name
If you already have customer data, you only need to type the customer's name in the customer column, but if the customer's name doesn't exist yet, you can add it by clicking the + sign next to the customer column.
You must input customer name to pay transaction with payment later method.
Step 3. Pay Transaction, Set Invoice Due Days, then Click Ok
After that, you can click pay, then click to the later. Here you can fill in the payment period for how many days. Then click OK.
After clicking OK, at the time of printing the invoice, there will be an inscription UNPAID which means that the invoice has not made a payment. And under the invoice, there is a date for payment.
II. Add Payment for Unpaid Invoice
Step 1. Go to Orders, then Choose Any Unpaid Invoice
To pay off invoices that have not been paid, you can go to the orders menu. Then click the invoice whose payment status is unpaid.
Step 2. Go to Payment Section, then Click Add
After that you can click add in the payment section.
Step 3. Choose Payment Method and Payment Amount, then Click Ok
Then you can choose the payment method, adjusted to the customer's payment. When finished, you can click OK.
Step 4. Recheck Invoice Payment Status
The payment has been added, the invoice status will change from UNPAID to PAID.
You might also like to read these articles below :
If you want to add more payment methods you can check this article Add Payment Method
If you want to make a split payment you can check this article How to Split Payment
Manage default payment on buy: How to Select Default Payment in Buy