how to put a balance owed in pos? we have a food delivery service and customers owe a balance, how do i put that in to show with their history?

Answer

Hey there, thewayoutreach,

Are you referring to the customer balance from a Sales Order?

If so, you can enter a partial payment to the customer's order to see the balance owed in the system.

Here's how:

  1. Go to Point of Sale, then Sales Order List.
  2. Search the specific order through the Find SO search engine at the top.
  3. You can enter the SO number or amount, then click the magnifying glass icon.
  4. Look under the Balance Due column to see the amount from a single order.
  5. You can also click Expand to see the order details.
  6. Click I Want To..., then choose Take Deposit/Payment.
  7. Enter the amount in the Deposit Amount textbox, then click OK.

If you wish to see the A/R overall outstanding balance of your customer:

  1. Go to Make a Sale.
  2. Select the customer.
  3. Click Account under Payment method to see the total amount.

If your customer comes in to give the initial payment:

  1. Pick CashCreditDebitCheck, or Gift.
  2. Enter the initial payment.
  3. If the customer wants to pay the full amount, choose Make payment on account.
  4. Enter the amount, then click Save.

Please see the attached screenshots for your guidance.

Please get back to me if you have follow-up questions after following the steps above. I'm always around whenever you need help.

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IntuitMaryLand , Community Support Specialist
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