House Accounts allows allow our clients to set up lines of credit for their customers. Payables and receivables work in conjunction with the Cash Register module (Extended Actions) and the customer database.
NOTE: If the client is going to use this module, showing how it works can be explained as part of the training on Demonstration of this module's functionality can be included in the Cash Register module training."
Top buttons, right to left:
What’s This (?) and Help: Same on every module.
Settings: The only setting is to set up a label printer.
Log In/Log Out: Self-explanatory.
Refresh: Self-explanatory.
Reports: Show House Account Balance report.
Customers: Same as in Cash Register and Pet Tracker modules.
Accounts: Show Teach the client how to create a new House Account, view Activityactivity, add Authorized Usersauthorized users, and add /or edit Contact Info. Show how to run Statements contact information. Demonstrate running statements from Mass Action.