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 along the top menu. Then, click on Credit Book Vouchers on the left hand side menu, followed by the Holding Account tab, then Add.
Step 2: The voucher creation screen will open.
(1) Select the expiration date if you want it to expire by a certain date. If not, leave this blank.
(2) Add any notes that you want to attach to this account.
(3) To specify a custom name for the holding account you'll need to select Specify then input the desired holding account name. - This should typically be the name of the event.
(4) Make sure all departments are on the left hand side under Available Departments.
(5) Select ADD to finalize the creation.
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You can then take deposits from customers into this created holding account instead of through Event Deposit.
This portion contains a step-by-step guide on how to proceed after the holding account and the event have been created. - For more information on how to create an event, Click Here.
Step 1: Instead of taking deposits for your event through the event module, you will be entering deposits into your holding account. Navigate to the Register, then click on Tools.
Step 2: Under the Credit Books section, click on Credit Book Deposit.
Step 3: After clicking the credit book deposit the system will require you to select the credit book holding account you'll be depositing to and the deposit amount.
Step 4: Clicking Add will create a voucher deposit line item in the register and it can subsequently be rung in similar to any other transaction.
Step 5: To make a payment for your event, click on Events, then search and click on your event to bring up the details for the event.
Step 6: Under the Event Builder tab, click on Payment, then select Final Payment. This will take you to the register.
Step 7: Select Pay, and then click Gift Card/Credit Voucher.
Step 8: Search for your holding account, and select Ok.
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With a left over amount in the holding account, this can be used to purchase gift cards and prizes for your golfers.