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Status Planning to do
Workspace Reckon Cloud POS
Created by Guest
Created on Jun 12, 2018

Assign a transaction to a Customer Account in addition to Cash/Eftpos/Paypal

It would be beneficial for us to be able to assign a transaction to a Customer Account. We would then need to be able to print off invoices monthly or run a report for the amounts owing on account each month.

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  • Guest
    Reply
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    Jun 24, 2019

    This would be a function that we would need to be able to change to Reckon POS also.  This way we could accept Account Payments as we do in Reckon POS Desktop.

  • Admin
    Jason Hollis
    Reply
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    Jun 21, 2019

    Hi Leanne. Our first release was not aimed at businesses with account customers and we have not advertised that we support accounts. Think cafe or small retail. There is some complexity involved in account customers, and we have some other priority work to complete first, however we have completed the design and will task a developer most likely towards the end of the year. It's definitely a good idea and something we absolutely want to implement at some point so the application suits a wider audience.

  • Guest
    Reply
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    Jun 21, 2019

    when will this be implemented?  Currently POS is useless for account customers, its only good for cash sales

  • Guest
    Reply
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    Aug 26, 2018

    This is very exciting for us that this suggestion is now a planned activity. We have been holding off fully implementing the POS and this will enable us to be able to effectively service our Customers.

    Carrisa Lynch

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Assign a transaction to a Customer Account in addition to Cash/Eftpos/Paypal

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It would be beneficial for us to be able to assign a transaction to a Customer Account. We would then need to be able to print off invoices monthly or run a report for the amounts owing on account each month.
over 6 years ago in Reckon Cloud POS 1 Planning to do