The New Payments form allows the user to apply payments, which were made to the customer’s account. Payments on the account can be made by the customer in the Front End, or entered by an employee via the Back End.  Access the Payment form by clicking on Customers in the Main Menu.  Click on the Instore Charge Maintenance Form, then Payments in the toolbar.


To apply payments for all customers automatically:

  1. From the Customers Menu, click on In-Store Charge Maintenance.
  2. Click on Auto-Apply All Payments in the toolbar. All of the payments made to date will be automatically applied.
  3. You can create a job that will apply all payments automatically once a month on a specified day.

To apply payments for each customer individually:

  1. From the Customers Menu, click on In-Store Charge Maintenance.
  2. Click on Payments in the toolbar.
  3. Select a customer by entering the Card No.Card_Number_2, if known, or press the find key to the right of the field to search for a customer by name.
  4. The customer’s Name, Balance, and Trans ID NameBalanceTransaction_IDare displayed in the Payment form.
  5. Enter the Proc Date.Processing_Date
  6. Enter the AmountPayment_Amount of the new payment.
  7. Enter a Ref No.,Ref_No. if desired. This field is optional when entering payments in the Back End.
  8. Enter a short Memo.Payment_Memo This field is optional.
  9. Press Apply.  The payment made is applied to the customer’s account.  The results display in the grid at the bottom of the form.
  10. Press Save.