Viewing Credit Book Holding Account Usage History
To check the balance, usage history, or make additional edits to our newly created holding account we can navigate to the "Voucher Manager" module found in the top navigation bar. Next, select "Credit Book Vouchers" on the left-hand side and "Holding Account" in the top navigation bar.
All holding accounts will be displayed here alongside the option to view its usage history and drill into the orders affecting the holding account's ledger.
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. ...
Depositing to Credit Book Holding Accounts
Depositing to Credit Book Holding Accounts Step-By-Step: Step 1: Navigate to the register module and select the "Tools" section. Step 2: On the right-hand side of your screen you'll find the "Credit Book Deposit" option. Note that if you do not see ...
Distributing from a Credit Book Holding Account
Distributing from a Credit Book Holding Account Step 1: In order to pay out the holding account balance into vouchers that can be distributed to customers we can navigate back to the "Tools" section of the register and choose the "Credit Book ...
Creating a New Credit Book Holding Account
Creating a New Credit Book Holding Account Step 1: Navigate to Vouchers and select Credit Book Vouchers -> Holding Accounts -> then click Add Step 2: The voucher creation screen will open. In (1) you can input customer details to tie a specific ...
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 ...