User guide

139CL–Customer Lookup HP–Home Page PIN–Personal Identification Number VI–Visual Invoice
BILLING CYCLE CONVENTIONS
A/RA/R
A/RA/R
A/R billing cycles consist of a starting and closing date. By default, the
system will automatically set the starting date as the closing date of the
previous billing print run cycle. The closing date is selected by the user.
Any account transaction posted up to, but not including the closing date
are shown on the statement. Orders posted on the closing date are
included on the next statement print run. An example will help explain
this logic.
Assume the statement cycle is the first day (1
st
) through the last day
(30
th
) of the month of November. Setting the closing date to “December
1
st
” ensures that the statement run will include all orders posted through
November 30
th
but none on December 1
st
. Also take note that the
physical date you run statements must be at least on the closing date (or
later) , or some orders might not be included in the billing statement
until the next cycle. For this reason, the best convention for billing
cycles is as follow:
•
EverEver
EverEver
Ever
y Wy W
y Wy W
y W
eekeek
eekeek
eek—1
st
through 8
th
, 8
th
through 16
th
, etc.
•
EverEver
EverEver
Ever
y Ty T
y Ty T
y T
wo Wwo W
wo Wwo W
wo W
eekseeks
eekseeks
eeks—1
st
through 16
th
, 16
th
through 1
st
•
Every MonthEvery Month
Every MonthEvery Month
Every Month—1
st
through 1
st
Since the billing cycle closing date is definable, any number of billing
cycles in a month is allowable as long as the closing date is chosen
appropriately.
Customer A/R Setup
Enable a customer to charge orders on account from the
CVCV
CVCV
CV A/R - CC tab
view (for field definitions, see Customer Management chapter). Use the
following steps to setup an
A/RA/R
A/RA/R
A/R customer:
11
11
1 Select either a Master or Sub master account type.
22
22
2 Enter the account number, charge limit, and billing discount.
33
33
3 Make sure the account is active and will print statements.
44
44
4 Select
A/RA/R
A/RA/R
A/R and
CCCC
CCCC
CC tender precedence.
55
55
5 Select Event types for counter and route charge posting.
A/R AND CC PRECEDENCE
Customers configured for order payment by both
A/RA/R
A/RA/R
A/R charging and
Credit Card On File (
CCOFCCOF
CCOFCCOF
CCOF) charging require a declaration of use
precedence. The
CVCV
CVCV
CV A/R - CC tab Tender Precedence dropdown defines
how
A/RA/R
A/RA/R
A/R and
CCCC
CCCC
CC tender type buttons behave in the Pickup view.
Choices in this dropdown define the actions allowed.