Adding POS Charges to AR Accounts

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Overview

This document provides instructions for applying a POS charge to a customer's existing Accounts Receivable (AR).

Note: An AR Account must already be created for the user.

Prerequisites

  • Ensure an AR Account is already created for the user.

Steps

  1. Click on POS from the grid.
  2. Click the Search button and search for the client.
  3. Select the desired product(s) and click Post.
  4. Select AR Transfer from the payment type dropdown.
    - If using a processor, click the Other Payment tab first.
  5. Click Post next to Posted Payments.
  6. Click Submit.

This process will apply the charge directly to the user’s AR account, which can be viewed from within the Account Manager.

Troubleshooting

  • Ensure that the AR Account is already set up for the client before attempting to apply the POS charge.
  • Verify that the correct payment type is selected to avoid processing errors.