Crediting Change Payments to Customer Accounts

On this tutorial I’ll show how to credit change amounts to customer accounts.

First we’ll create a new account transaction type for change payments.

Next we’ll define a new Change Payment Type.

:warning: Don’t forget to add mappings for change payment types.

When we define a change payment type SambaPOS starts using change payment configuration to reflect transactions to accounting. For example when we settle $10.00 for $6.49 ticket change payment will register separately.

Being able to create separate transactions for change payments allows us to handle some different cases. For example we can credit change amount to customer account.

I’ll create another account transaction type.

… and a change payment type for customer accounts.

We’re leaving Account setting empty as we’ll fetch it from customer assigned to ticket.

Nothing different will happen when there is no customer account is selected.

When a customer account is selected SambaPOS will ask if you’ll pay change amount from cash or credit it to customer account.

Clicking Customer Credit button will credit change amount to customer account.

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