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My Pricebook Manual  07-08-15 ©2013-2015 Apex Back Office Solutions  Legal Notice

Customer Charges/Payments

This screen allows entry customer charges and  payments that occured during the shift.  Some registers may support the import of this infomation.
 
To use the Customer Charges/Payments feature, Customers need to be setup in Settings> Customer Setup.
 
Departments need to set in Settings>Configuration before My Pricebook will allow entry of charges or payments. If these departments are not set up you will receive the following message:
 
 
Customer Charges/Payments
1

Select Charges or Payments

1. Select Charges or Payments 
Click on the Charges or Payments tab.
2

Select Insert

2. Select Insert 
Select Insert to add an new Charge or Payment
3

Select Customer

3. Select Customer 
Select Customer from drop down menu.
4

Enter Amount

4. Enter Amount
Enter the Charge or Payment amount, depending on which tab you are currently on.
5

Optional Information

5. Optional Information
The information in the screen shot above is optional. The charge Dept will automatically fill in.  If you want the optional information included and sent to the home office you will need to enter the information.
6

Select Save

6. Select Save
After all information is entered, select Save.  If you need to enter another Charge or Payment go to Step 2. If you are finished go to Step 7.
7

Complete Customer Charges/Payments

7. Complete Customer Charges/Payments 
After all Payments and Charges are entered, click the Customer Charges/Payments Complete button. Customer Charges/Payments must be completed to complete the shift.
After you click the button, checkmarks will show up on the button and on the left menu. See images below:
Corrections can always be made before the Shift is completed. Please note, anytime changes are made to the Customer Charges/Payments, the checkmarks will go away and the Complete button needs to be clicked.
Also note that making changes to Customer Charges/Payments also sets Retail Sales to incomplete since the Totals from here are transferred to Retail Sales.  Retail Sales will need to be completed again.