Customer Account Statements

The Account Payment Utility allows users to apply payments to accounts in bulk. This payment function is used mainly towards groups holding many accounts such as; nursing homes, Public Trustees, etc.  Payments made in this function will apply to a CSP register, and will appear in sales reports about the Account Payment Batch number.  Note: By allocating customers to a customer group it will be easier selecting the customers. 1.    Log on to System Menu 2.    Select 'Customer' 3.    Select 'Account Payment Utility' This will open Account Payment Utility window 4.    Select 'New' [F2] 5.    Enter in a description 6.    Select Tender 7.    Select Register 8.    Enter the value of the payment being made 9.    In grid, enter customers ID or select ellipses to search and select customers required 10.    Select 'Save' [F3] 11.    Payment Amounts will automatically suggest in the Payment Amount column. To redistribute the amounts, select 'distribute' or enter the payment values in grid in 'Payment Amount' column. By selecting 'Distribute' the total of the payment will be distributed accordingly to each amount due. 12.    Review grid information. Edit if required 13.    Select 'Save' [F3] 14.    Select 'Apply' [Ctrl A] 15.    A Prompt message will appear- 'Applying this batch to pay off the total of [AMOUNT OWING] across [#] customers. This action is not reversible, are you sure you want to proceed? Yes/ No' 16.    Select 'Yes' 17.    Enter user ID and password 18.    Select Continue 19.    A Prompt message will appear- 'Account payment batch applied successfully. OK' 20.    Select OK

BPay can be integrated to POS for all Customer Account Payments. This is a practical solution for invoicing and charging customers on a monthly basis for their accounts. Customers can settle bills securely and conveniently through their preferred banking channels. By adopting BPay through POS, you can streamline your accounting and billing process, reduce administrative resources, and improve cash flow. It is a reliable tool to enhance efficiency and professionalism in your business. If you'd like BPay for your store and enabled with POS, please complete the authority form attached and raise as a service request. Please note, Customer Refrence Number will automatically generate and populate in Customer Details. This number will be used to identify which customer has paid account using BPay.

1. Open Customer Details 2. Click New 3. Enter Details - Name, Address & any other details you wish to add. Hit Save

Log on to System Menu Select 'Customers' Select 'Customer Details' [F2] This will open Customer details window Search and select customer, in Customer Search window Enter changes required in main window Select ‘Save’ [F3]

You can view if Customer has used Loyalty Points on their Transaction in the Customer Profile 1. Search Customer and Open Customer Profile 2. Select History Tab Select Load History 3. Click on the + symbol to open Transaction Detail 4. Open Header Tender Loyalty Voucher amount is shown

1. Open Customer Details 2. Click Search 3. Look up Customer using Surname and/or First Name and press Enter 4. Double-click correct customer 5. Click the X in Status Tip: Follow same Process to Activate a Deactivated Customer! 6. Click Yes 7. Click Save

1. If you don't have the sale ID & Register used, go to CSP Audit 2. Click Load Results 3. Find Sale and take note 4. Navigate back to POS System Menu and navigate to Report Generator 5. Search Transaction A4 Docket 6. Double-click here 7. Click here 8. Select Register 9. Enter Sale ID 10. Click here 11. Invoice will open Select Print 12. Click Print Made with Scribe