Invoice Account
Andy,
We're a private athletic club and therefore only a piece of the pie. My question is this: Is there any way to charge their account for the few things we offer while bypassing actual cc or bank info? I can also run it as a cash sale and not worry about it, but either way I can't figure out a way to get an overview like the POS History window with names, their ID Card#, and amount of the POS. None of the customer queries I've tried contains the ID# field in it either. Can more fields be added or even in settings be able to choose which fields are included? Any thoughts or is it simply "no"?
Comments
At this time invoicing customers for POS transactions is not supported. Sorry :(
Look for it in 2012 hopefully.
Honestly, I'm not looking to go as far as actully invoicing our members. RGP is not tied into our overall billing system and I don't ever see that happening. I'm really looking for a way to pull the POS History data into a spreadsheet so that each week or month or whatever I can turn it in. Am I making any sense...???
Hello,
You can go to Data Entry->View->Reports and enter in a date range and run the Z out summary report, then save it as an Excel doc. The Z out report will give you a dollar total for each income account.
Is this the information your were looking to extract from Rock Gym Pro (RGP)?
Thanx for the suggestion. Unfortunately it still doesn't have the three things I'm looking for: Customer's name, ID#, and money spent (or in my case amount to be billed)
I'll keep looking.
Correct, without inputting any customer billing information into RGP for a customer, there is no way to bill a customer.
You could make a note in the customer's view and edit window- and start each note with the same information such as Dec. invoice, and then run an Advanced Search for notes to bring up all customers who have- Dec invoice.
Just an idea.
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