You have the option to register a customer payment directly at the register if you wish to receive money from a customer without selling a product or generating revenue.
If you are using the e-conomic accounting integration, you also have the option to post the customer payment directly to your e-conomic cash journal with an invoice number, allowing you to match the customer payment with an unpaid e-conomic invoice.
Navigate to the Register and add a customer to the sale.
Since no items have been added to the cart, but only a customer, you can select Customer Payment (usually the payment button).
Enter the amount to be collected from the customer in the dialog box and click OK.
Choose the desired payment method and complete the transaction as a regular sale.
The customer payment is now completed.
Before you can post your customer payments directly to the e-conomic cash journal, the function for e-conomic customer payments must be enabled under Settings -> e-conomic -> Enable option for customer payments at the register, which must be turned on.
Note: If you want to transfer/post the payment in e-conomic, it is important that you click the orange ‘Send to e-conomic’ button after the payment has been completed!
You can choose whether to add an invoice number to the payment, which will appear on the payment in e-conomic, but this is not required to transfer it to e-conomic.
Once you have transferred the customer payment to e-conomic, it will appear in your e-conomic cash journal alongside your other entries from your daily report.
From there, you can approve them and match them with an existing invoice.
If you are unsure how to do this, please contact e-conomic support.
It is only possible to transfer the customer payment while the payment dialog is open in Customers 1st. If you forget to do this afterwards, we cannot transfer the payment to e-conomic again, and you will need to do this manually in e-conomic.
What is a customer payment used for?
A customer payment is a way to receive payment without selling a product that generates revenue. For example, if you have already issued an invoice to a customer where the sale has been processed through the register (which reduces stock and generates revenue), and the customer wants to pay the invoice in the store, you can use this function.
Can a customer payment be refunded once completed?
No, customer payments cannot be refunded through the register.
If I forgot to transfer the payment to e-conomic, can I transfer it again?
No, that is not possible. It must be done at the time of payment. That is the only option.
Does taking money via a customer payment generate revenue?
No, it does not.
