Payments “On Account” in EVE terms are when a customer buys goods and the total is placed on their account balance.
“Account Payments” in EVE are when a customer pays off part of that account.
1/ You’ll be able to see all “On Account” payment methods on the Till Reconciliation report accessed from File/Reports/Sales. You can run this over any time period you wish.
2/ If you wish to add a Note to this report showing which of the cash/check/credit card payments were actually Account Payments then you can do so.
To show the account payment amount on the Till Reconciliation report, open the ‘Sales Reports – Till Reconciliation’ report layout (by clicking Tools then Print Layouts)
Add a Label called ‘Account Payments’ and a TextBox called ‘AccountPayments’ to the Report Footer section – see below.
The easiest way to do this is to copy and paste the Sub-Total label and then copy and paste the SubTotal2 TextBox.
Then right click on each new field and ‘Rename’.
Let us know if you need more help with this
Comments are closed.