Pay a Customer's Previous Balance

Pay a Customer's Previous Balance

To make a payment toward a previous balance for the current and/or another customer:


1. Click the Pay Account button to view the Pay A/R popup.



2. If it is the current customer’s balance that they are paying, click YES for Pay Now and then select FULL or PARTIAL.

3. If the customer is making a payment toward another account’s balance, search for the customer account in the name and account fields provided, then select them from the drop down results. Pay Now will default to YES; adjust as needed.

4. If they are paying for multiple customers, scroll to the Add More button located below “other customer” #1 and repeat.

5. When ready, click ADD TO INVOICE to add these payments to the POS invoice screen. You can then continue to add items to their invoice or proceed to payment.

Please note:
- You will also be directed to the Pay A/R popup when you click any Previous Balance link. These are found on the POS screen, the payment screen, and the All in One Popup.
    • Related Articles

    • Create a Customer Account Balance to be Paid Later

      An accounts receivable balance is a balance due on a finalized invoice. Customers can pay A/R balances in full, or partially over time. A balance due is established by using House Account as a payment option for the amount they will pay later. House ...
    • Print Customer's Account Balance Due on All Receipts and Invoices

      Orchid POS allows you to print a customer's ongoing A/R (customer account) balances on all of their invoices until the balance is paid. Go to Office > Back Office Settings > Invoice Settings > "Print Outstanding Balances."
    • Transitioning to Orchid POS Software: Establish Current Customer Balance Due

      While transitioning to Orchid POS from another point of sale program, you will want to move account balances due to you into Orchid POS as well but you don't want to double-report the sale that created the balance. Best practice for this is to place ...
    • Customer Master Data

      This transaction should be used by an FFL to create “Master Data” files for Customers. By creating these Master Data files, Users can be sure that the same Customer information will be recorded in the eBound Book every single time.  **NOTE: Customer ...
    • Customer Credit Card on File

      For stores with integrated processing through CardConnect, all customer credit cards are stored for later use. (Note: The way the cards are saved is PCI compliant. The only information actually saved within your Orchid POS account is card type and ...