How do I add a Cash Credit

Cash Credit for a Customer

Adding Credit to a customer, here are the steps to take if you are already paying an existing order:

Select a Customer, in this case James Kirk

Select Unpaid Order #125 and hit Prepay or Pickup, or go into the order and hit Pay

Having selected Unpaid Order #125 ,and, have either hit Prepay or Pickup, or, clicked directly on the order line item the order will then be displayed as shown below.

Now hit Pay button at the bottom of the order

Once you have selected the Pay button, you are presented the Make Payment screen below. You will now select the option for a Cash Payment by pressing the Cash Payment button

Add $100 to the amount in the Payment eg amount due $40.50 pay $140.50

Select your payment method as Cash Payment type.

Remember if you have selected a Cash Payment type, you will have to change amount to $0

Hit the Apply the extra 100 to Unpaid orders switch to ON and it will now apply the extra 100 to account credit

You have now completed the payment process successfully as shown below

In a further release of MyCleanPOS you will be able to apply credit an amount to a customers account without paying an order first