DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Customer Credit


#1

Is there a way for me to create a credit for a customer? I’m a small hobby farm and I have a number of priority customers who pay me in advance (monthly/quarterly) for quite a few dozen eggs and they pick them up weekly then I let them know when the $$ is gone and they need to pay again. My index cards are annoying me.
So I’d like to be able to set John up with $24 of credit and then after he picks up a total of 8 dozen eggs giving him an invoice each week at pickup he can see where his credit stands and when he needs to pay again.


#2

To maintain credit accounts for customers, the only way to do it right now is to simply have separate general ledger account for each customer. I highly recommend against this approach if you have more than 3 customers because Balance Sheet report will get too noisy with these customer credit accounts.

So what to do if you have more than 3 customers? You will need to wait (around 3 months) for a specialized module that will deal with this scenario.


#3

anything on this yet. I am in the same situation needing to “credit” customer accounts.


#4

It’s very easy, go to either cash account or bank account depend on the payment medium your customer pays you through, Under Account column, select Customer advance payment under liability.