Credit Books - Deposit and Distribution from the Register
Article Contents
This article provides users with a step by step guide on depositing and distributing credit to credit book accounts from the register module.
Step-by-Step:
Step 1: On the Register screen, click on the "Tools" tab.
Step 2: Scroll down then you can see the "Credit Book Deposit" and "Credit Book Distribution" options.
A) Clicking the "Credit Book Deposit" button will launch the credit book deposit prompt.
Users in this step will be prompted to fill out which holding account, the customers information, and the amount.
To finish the voucher creation once the above fields have been filled out click the "Add" button and to finalize this transaction click the pay button.
B) Click on the "Credit Book Distribution" button to launch the credit book distribution prompt.
Users can use the search icon to select account, then enter the customers information along with the amount. You will also have the option to set an expiration date for the voucher.
To finish the voucher creation once the above fields have been filled out click the "Add" button and to finalize this transaction click the pay button.
C) To view the recently created vouchers, click on the "Vouchers" tab found across the top navigation bar.
Next, select "Credit Book Voucher" from the left-hand navigation menu.
You will see at least the default voucher types being Credit Books, and Holding Accounts.
Under the credit book section, you can view the recently created voucher from the previous steps above.
Next, select "Credit Book Voucher" from the left-hand navigation menu.
You will see at least the default voucher types being Credit Books, and Holding Accounts.
Under the credit book section, you can view the recently created voucher from the previous steps above.
Note:
A) There will be only one "Holding account" for your facility.
B) You can only create a "Credit Book Distribution Voucher" when the underlying course "Holding Account" has a balance.
A) There will be only one "Holding account" for your facility.
B) You can only create a "Credit Book Distribution Voucher" when the underlying course "Holding Account" has a balance.
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