Customer and pre order entity screen captions

[appygrab]

Hi,

I have pre-order selected for ticket types

Running a members club. Customers can order drinks and pay at a later date.

On the customer tickets entity screen it displays customer name on the button (caption)

I know you can add custom fields and use [email] [phone number] etc to pull date from the custom field to show on the customer entity screen as a caption.

On the main pos ticket screen at the bottom when selecting a customer from the customer ticket screen. It shows the balance owed and the date when the ticket was opened. Although I’m told it is not a ticket until converted to payment.

How do I show this information on the buttons within the Customer Ticket entity screen?

[Posflow]

@appygrab

Running a members club. Customers can order drinks and pay at a later date.

I’d recommend you to use Customer Accounts (Customer Receivables) to submit orders that are to be paid at later date.

Pre-Orders are not really designed for that, though it can be used as a work around, its not recommended.

Customer Account balances are really easy to report in V5.

@appygrab

How do I show this information on the buttons within the Customer Ticket entity screen?

Entity Screens use Entity Status to list these buttons. Entity Screens > edit Entity Screen > Entity List > Display State field

You can put both status group or specific state of the group

Basically, in your processing of Customer Account payment, you could update entity state called Balance=Due, and then in Entity Screen settings field called Display State set Due.