Learn how to leave the change as credit in the customer's account
In many segments it is quite common to have the possibility to store credit to a customer so that he can use it in future purchases. This can easily be done with NEXTAR Software .
Make a sale normally and proceed to the payment screen.
In this case, let's say the customer has given a value above the total which would generate change.
Instead of returning the change you can save it as credit, directly in the customer's account so he can use in a future sale. then check the item "Save change as credit on customer account " and save the operation. The confirmation message appears on the screen also showing the amount credited into account. Click OK to finish.
All set! The amount was credited to the customer's account. To check, go to " Customers" on the left bar and locate your customer. Then look in the option "Credits" the total your customer has to spend on your store on the next sale.
In the sales screen select the customer. By selecting it the available credits will be displayed. These may be used at the time of payment. Advance to the payment screen after launching the products.
In the payment screen a new form of payment will appear, called "account credit". It will appear the total credit available for the customer to use. You can ignore this if you don't wish to use the credits. Just type the value into the desired form of payment and click "Save (F2) " or press F2.
All set! Payment accomplished successfully. On the customer's registration you will have the new changed credit.
1. How to Start
Sales, stock control, customer registration, register...
2. Next Steps
Backup, Parked Sales, loyalty system, change currency and more...
Print templates, printing labels, commission report and more...
This step by step will show you how easy it is to give a discount on the payment screen for any sale or debt payment. You can enter the discount or the percentage that will be taken from the transaction.
Learn how to quickly give discounts on sales, orders or debt payments with this Tutorial.
Customize Nextar POS according to your local tax regulations or create and apply fees to individual orders or products during a transaction.
Learn how to set products to be sold by the kilo, pound, meter, etc.
See how easyit is to calculate the change on your sales and ensure that your clients always receive back the correct amount.
Learn how to quickly give discounts on sales and debt payments with this Tutorial.
Learn how to add, edit, remove and set different payment methods on your Nextar POS Software.
Learn how to use this feature to create payment plans or layaway programs through the Payment Screen.
Learn how to make a standard sale in which you select the products, receive a payment and finish the sale, all in one go.
Give your customer's custom credit lines or set a default limit for credit sales.
Learn how to change the employee who is attending the customer at the time of sale.