If you have your own access (username and password) to Point of Sale, and the "POS Save Menu (F11) settings" in System options (Back-office) allows it, you will be able to save an Account Payment in Point-of-Sale. 



NOTE: Ensure that all card and cash payments are recorded in the Point-of-Sale system. Any payments that are not made via card or cash should be captured in the Back-office under Customer Payments.


If a customer has made a payment via cash or card, but their invoice has already been saved, or they are making an advance payment (meaning you only need to capture the payment and not save an invoice at this time), please save an Account Payment in the Point-of-Sale system.


1. In Advantage Point of Sale, search for a customer.


NOTE: Learn How do I search for a customer in Point of Sale?


2. Press the "Tab" button on your keyboard TWICE.

3. Click on the Save F11 button.  

4. Select Account Payment from the drop-down list.

5. A OR B below:

A) If Cash payment was takenB) If Card payment was taken
5.A.1) Enter the amount the customer wishes to pay in the 'Payment Amount' field.
5.A.2) Enter the actual amount of cash physically received from the customer in the 'Tendered' field.

The amount of change due to the customer will be indicated in the 'Change' field.

5.A.3) Click on the "Add as Cash - F3" button.
5.A.4) Click on the "Save - F11" button. 		5.B.1) Enter the amount the customer wishes to pay in the 'Payment Amount' field.
5.B.2) Select the card payment from the "Payment Method" drop-down.
5.B.3) Click on the "Add as Other - F4" button.
5.B.4) Click on the "Save - F11" button. 




The system has successfully recorded a POS receipt that is currently not allocated to any transactions. This payment can be allocated to transactions either now or at a later time through the Unallocated Payments screen in the Back-office.


NOTE: Learn How do I allocate lumpsum / point of sale payments / refunds / journals to invoices?