Are you wanting your Customer Accounts to behave like a Debit system where you put money into the account and then they spend it? Or are you wanting it to run like credit where they build up a tab?
EDIT: Ok your using Loyalty system. You setup your transaction type wrong for adding funds to loyalty card. It should go into Debit not Credit. Credit is where funds go when they use their card to purchase something. Maybe you should read the tutorial a little closer and be sure you setup your transaction types correctly. It appears you set it up backwards.
I think for now like a debit system, customer also able to pay by cash, cc, voucher, and member balance (credited funds)
Can you help me, i have setup transaction types as such in the tutorial, i have change the name Customer Accounts into Member Accounts for easy recognizing.
Hey @Prodigy
The syntax $4!=0 means “not equal” so I think you need to use $4>0 to test if the E.Balance.Sum > 0?
EDIT: Oh I see you want the -100 to show as just $100 or I what I do is ($100).
Sorry misread I think - stab in the dark multiply by sum by “-1” but if they owe money it will reverse the result…
A “negative balance” indicates that the Account has Credit - that is, the account contains funds that are available to spend. This is normal, and is by design in the way that the SambaPOS Accounts work (and any “real” accounting system for that matter).
I implore you, do not change this by modifying your Transactions Types. The Balance showing as (negative) is normal. If the customer account has a “positive” balance that means it is overdrawn, and the customer owes money to their account. When a payment to their account is made, it reduces the value to bring it closer to zero (it becomes more negative).
Have you never noticed that when you make a Sale and look at the Sales account that it is shown as (negative)? Again, this is normal… it is in a “Credit” state. If you change it for Customer Accounts, you need to change if for everything else - every Account, including Sales, etc. and every Transaction Type in your system needs to be reversed. Do not do this.
I understand why you may think this is backwards - I had a very hard time with the concept for a very long time… I finally accepted it as “that is the way it is”, and eventually, I came realize it makes sense.
If you do not like the way it appears in the Report, simply multiply the value by -1 to get your desired visual result… but please, do not mess with the accounts.
Think it like your personal credit card account. As you spend from your credit card your cc account balance increases positively. As you pay… account balance decreases. If you pay more than you spend it becomes a negative balance so it means bank owes you money. So when you see a negative customer account amount that means customer paid more than he spent and you owe him. If it becomes positive that means customer owes you money and he needs to pay.
@emre Thats all fine above discussion but i have a experience yesterday one customer asked for statement and he totally confused even my staff i was not there , how can we explain - means you are in credit . Is there any way to show as it should like formal way to keep clear everybody mind?
Also all reciepts i have show thier samba card balance as negetive , no body asked this but could be? thanks