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Sage 200 Evolution ZA Ideas Portal

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Created by Guest
Created on Jul 24, 2025

Retail POS On Account Tender Credit Balance

The Retail POS should allow the On Account tender method for COD customers with a credit balance, but only to the value of the credit balance available. If the Retails POS sale value is greater than the credit balance, the remainder must be tendered using the Cash or Credit Card tender method.

What is the workaround for the problem today?

Customers had to be set up as On Account customers and the company now runs the risk of these customers, who are not allowed buy On Account, to build up a debit account balance once the credit account balance has depleted. Even after setting a credit limit of R1, the Retail POS still allows the On Account tender of a sale, where the client has a credit balance, even though the value of the sale is more that the credit balance available and the credit limit allowed. The company now needs to keep manual record of the customer's credit available.

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