[Little Mountain]

Maybe it's me and the fly by night education I got when setting this up (in one 36 hour period) but...

I can't seem to get this house account stuff right, first time I've had this many problems.
Aside from the other threads I've posted, I've run into this situation.

Today, customer came in to pay her account.
Total due was $237.86 - but she had a house account credit from May (which we just now figured out how to use, so I thought) of $17.40 so I told her to write the check for $220.46 and I would apply the credit on there to make the total paid on her account $237.86 - she then charged $105.05 worth of stuff.

Her balance was paid through January, and today's purchase is the ONLY one in February.
It's showing her account balance due of $122.45 but that's not correct.

House account credit was applied - but then added to the bill (total due) for this month?

I'm seriously beginning to question things on this system.

[RetailEdge Moderator]

Sounds like you did not properly post the house charge credit to the account. When you go to process a payment to a House Account, RetailEdge will ask you which invoice to post the payment to. You need to check off use house charge credits (which was the negative account balance she had). They you can either manually type in the total amount of the payment against the invoice in the space provided or press the Use Full Payment button. This will make sure that you apply everything including the credit to the house charge.

If would like, you can fax or send a backup or simply a statement of the house charges for this customer to our technical support and they can verify that this is what is going on with your house charges.

We can provide you with training (via telephone if you would like). There would be a charge for this, but it might help you to get some of your questions answered more quickly. This is a service we have always provided that is addition to our free 90 days of technical support. But most people either do not require additional training because they feel the program is so easy to use. Or do not want to pay for additional training because it adds to the cost of the system.

Hope this helps.