I’m very new to SambaPOS and I’m trying to setup payment on accounts since that’s something we use a lot (people pay at the end of the month).
I’ve created a payment type with account transaction type ‘customer account transaction’.
Now when I select this payment type on the settle screen, I would like the amount ot be booked to the currently selected client but when I look in the account overview I see that all payments are booked on the generic ‘Customer Account’ account and not the specific customer account.
What do I need to change in my settings to get the payments booked on the individual accounts without having to create a payment type per customer?
Payment Types are specifically for Tickets, not Customer Accounts. Do not use a Payment Type for your purpose.
Create an Account Document Type, and place the Transaction Type in the Document. This will provide a button on the Customer Account Screen which will allow you to submit funds to the Account.
Back on this topic,I created an extra button to register payments via the bank.
I can see it when I select the general Customer Accounts. But I can’t see them in the customer tab?
Am I overlooking something, I mapped them all out and so. Checked the settings with the Cash and Credit Card example but Can’t find the differences.
