Customer Credit

[EdM]

Hi,

When a customer warrants a credit amount attributed to them, eg refund, overpayment or FOC item, it is easy to apply that credit to their account. When that customer then orders subsequently, the credit figure at the bottom of the payment sheet accurately reflects the amount that customer has on account. If you then click to apply this credit, you seem not to be able to save the order for payment later.

For example, if the customer rings for a delivery, order $20 worth of food and has $10 on credit, then the reciept should print out showing total sale at $20, less credit $10, funds to pay $10 on delivery. as it stands, it would appear you have to remember the order as it insists that you have to put the balance in cash or cards etc.

Any ideas,
Thanks,
Ed

[Scott]

Hmmm.... so you are suggesting that the credit be applied like an item rather than at the payment screen?

That might be a good idea for the next version. Anyone else have any thoughts on this?

Scott

[tbryan]

Yes that seems like a good idea. The way it is now is particularly a problem for deliveries. The driver has no idea there is a credit available. If you apply the credit when the order is entered then it shows as if the total amount had been received and is crossed off the driver's report.