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CT-56's avatar
CT-56
Trusted Cover User
4 years ago

Customer EFTPOS surcharge

When a customer pays sales invoices by EFTPOS I add a surcharge. When I enter payment to Recieve Payments I enter surcharge to the finance box. When I print the finance charge invoice that is creat...
  • Steven_M's avatar
    4 years ago

    Hi CT-56 

     

    When you record a payment with an amount in the Finance Charge field, a secondary invoice is created for that customer with the payment amount applied to that to close it off.

     

    This system-generated invoice would be a service-based invoice with the account being the sales linked account for late charges and surcharges being used (Setup>>Linked Accounts>>Sales account). There is no description for the transactional line on that invoice. If a description record is required, a user would need to open that invoice after recording and manually make changes to that invoice. There is no provision to automatically populate that line with a pre-defined description.