User guide

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Accounts
Payments made on a customer’s account in POS Terminal must be applied to their invoices when the payment is
posted to Accounts. This does not have to be done every day but it must be done on a regular basis if the BAS is to
be calculated correctly.
Open Accounts.1.
Go to the 2. Customers menu and then click Receive Payments.
Select the customer account.3.
If the customer has an outstanding credit amount, click the 4. Credits button.
Repeat this for every customer with existing credits.5.
Click 6. OK to save and exit.
The Automatically apply payments option in Accounts under Sales & Customers preferences does not work for
customer account payments created in POS Terminal. The option works for customer account payments created in
Accounts.
Accounts accrual based accounting
If you are using the accrual based accounting method it is not necessary to apply the payments to each customer
account. With this method, your BAS is calculated correctly without applying any payments.