Billing
On the Billing subtab of a new sales custom transaction instance, you can apply Gift Certificates and Installments, as well as perform other billing-related tasks like setting terms, adding billing addresses, and so on.
For more information about creating a new sales custom transaction instance, see Creating Sales and Purchase Custom Transaction Instances.
Gift Certificates
You can apply a gift certificate to a custom sales transaction instance. Before you can apply a gift certificate, you must sell it. For information about selling a gift certificate, see Gift Certificates on the Items subtab.
To apply a gift certificate:
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Click the Billing subtab.
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In the Payment section Gift Certificate field, enter the gift certificate number or select the appropriate gift certificate number from the list.
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The value in the Amount Applied field defaults to one of the following:
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The amount of the purchased item, if the item is less than the gift certificate value.
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The full value of the gift certificate, if the item cost is more than the gift certificate value.
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The Available Credit field shows any remaining balance on the gift certificate.
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The Gift Certificate line in the Summary on the upper right corner of the page shows the gift certificate amount applied. You can apply additional gift certificates to the same sales transaction.
For more information about gift certificates, see Gift Certificates.
Installments
You can specify installments for your customers who pay for items over time using installment-based payments.
To set up sales custom transaction installment-based payments:
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Click the Billing subtab.
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In the Terms field, select an installment-based term. An Installments subtab is added beside the Payment subtab.
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Click the Installments subtab. Installment due dates and amounts are listed based on the installment terms.
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To override the automatically generated installment amounts, check the Override box. Then select a date and manually enter the installment payment amount.
Note:The remaining amounts do not automatically adjust to cover any difference created by the manual adjustment. You must manually ensure the totals entered equal the amount owed. You cannot save the transaction until the installment amounts equal the total..
For more information about creating an installment term for a sales transaction, see Creating Installments.