Quickflora Payment Processing Steps in POS

Payment processing in QuickFlora is a two step process. The payment receipt must be entered and then the payment must be applied to one or more invoices for that customer.

When any payment is made by a customer then you will have to follow some steps to adjust that payment against the posted invoices for that customer.

Now starts the process of receipt posting and offsetting invoice.

QuickFlora POS:

In POS you'll find it under “Tools >> Enter Receipts”. Then you will see the following blank screen for posting receipts.

Select Check/Cash/Credit Card from Receipt Type ID drop down menu accordingly.

Enter Customer Id and the system will populate that customer info then select your customer.

Once a customer is selected you can see the “Running Balance” link of that customer. Click on that link to check the running balance of your customer.

Running Balance of Customer:

Enter the Check Number and payment amount you want to post for that customer and then click on the “Post” button to save the receipt against that customer.

Once payment is successfully posted, the system will generate a receipt ID for that payment and all fields will be non-editable. System will automatically print that payment receipt from your receipt printer. Keep that receipt ID for future reference.

Step 2:

Option 1- Process Receipt just after posting receipt (Offset it to an invoice).

When you post the receipt, at that point you will have a button activated on screen called “Process Receipt” and that will move you to apply the recently entered receipt to invoices to offset them.

Option 2- Process cash receipt at a later stage. (Offset it to an invoice).

You will find this section under “Reports --> Receipts/ROA List”.

On that screen you will find the list of customers against whom you have posted the receipt.

Step 3:

Click on the “Process Invoice” icon to close invoices against that payment. When the process invoice is clicked you will find all invoices you have made for that customer. In our example these are $100.00 and $50.00.

Step 4: Apply amount to the invoice against the receipt.

On this screen you will be able to apply the amount to the invoices.

• Select (Check) the invoice which you want to adjust.
• Provide the amount in the “Amount to Apply” field. You can apply for a partial or full amount for the invoice but you must have the sufficient amount in that cash receipt for the amount you are going to apply.
• Click on the “Process” link on the top right of the screen.  Receipt will be processed successfully.

Note:

You will see the receipt was of $120 but you applied the amount $50.00 from that receipt in that case the system will close that receipt and create a new credit entry with the balance amount which can be used to offset any other invoice. In our example receipt was of $120 and we applied $50.00 so balance is $70.00 which is displaying here as Selected Receipt Amount.