Creating a New Credit Book Holding Account
Creating a New Credit Book Holding Account
Step 1:
Navigate to Vouchers (1) and select Credit Book Vouchers (2) -> Holding Accounts (3) -> then click Add (4)
Step 2:
The voucher creation screen will open. In (1) you can input customer details to tie a specific voucher to a customer account, (2) You can input a starting balance and adjust the validity dates if needed, (3) Any required notes to include with the holding account, (4) To specify a custom name for the holding account you'll need to select "Specify" then input the desired holding account name, (5) select add to finalize the creation.
Navigate to Vouchers (1) and select Credit Book Vouchers (2) -> Holding Accounts (3) -> then click Add (4)
Step 2:
The voucher creation screen will open. In (1) you can input customer details to tie a specific voucher to a customer account, (2) You can input a starting balance and adjust the validity dates if needed, (3) Any required notes to include with the holding account, (4) To specify a custom name for the holding account you'll need to select "Specify" then input the desired holding account name, (5) select add to finalize the creation.
Related Articles
Creating a Credit Book Holding Account for an Event
Creating a Credit Book Holding Account for an Event Article Contents: This article contains a step-by-step guide on how to create a credit book holding account for an event. Step-By-Step: Creating the Holding Account Step 1: Select the Vouchers tab ...Using Credit Book Holding Accounts
Credit Book Holding Account In this guide we will cover the 3 operations required to use the credit book holding accounts: creation of new holding accounts; depositing to holding accounts; and distributing from holding account to new vouchers. ...Distributing from a Credit Book Holding Account
Article Contents: This article outlines the process of distributing funds from a Credit Book Holding Account into individual customer accounts. It covers accessing the Credit Book Distribution feature, using the distribution manager to create and ...Viewing Credit Book Holding Account Usage History
Article Contents This article provides users with a guide on viewing your credit book holding account usage history. Step 1: To check the balance, usage history, or make additional edits to your holding account's we can navigate to the "Voucher" ...Establishing a Pro-Shop Credit Account or House Account (3 Methods)
Article Contents: This article summarizes the different methods that can be used to created a pro-shop credit account or house account depending on your facility's unique needs. Method 1: Membership Account Step-By-Step: Step 1: Navigate to the CRM ...