Applying a Payment to a Charge Account in CashierLive

The "Applying a Payment to a Charge Account" feature in CashierLive allows you to process customer payments directly to their charge accounts.

The "Applying a Payment to a Charge Account" feature in CashierLive allows you to process customer payments directly on their charge accounts. This feature is vital for managing customer balances and ensuring accurate payment application.

You would use this feature whenever a customer needs to make a payment on their charge account. Accurate use of this feature ensures that outstanding balances are updated immediately and reflected in future transactions, maintaining clear financial records.

To apply a payment to a customer’s charge account in CashierLive, follow these steps:

Begin a new transaction and add the customer by clicking the customer icon at the bottom of the screen.

 
Search for the customer by typing their name and selecting the correct customer from the list.

To the right of the customer's name, click the orange "Make a Payment" link.

Edit the payment amount to be applied to the charge account, then press Enter.

Click the green "Pay" button to proceed.

Select the tender type for the payment (e.g., cash, credit), and click the green "Pay" button again to confirm the payment.

A receipt will pop up for printing or sharing with the customer.

Navigate to the Account tab of the customer again, and the new balance will be updated and reflected there.

By following these steps, you ensure that payments are processed correctly, and balances are kept up to date.