Jason Zander
08-04-2009, 09:07 AM
The account detail screen allows you to flag an account for writing bad checks. The system will then warn you when you try to use the check payment type for that account.
Here is a screenshot showing the account as being flagged for the bad check.
<img src="http://resaleworld.com/videos/jason/2009-08-04_0855.png">
Now, I will go to the POS, select the customer and attempt to use the check payment type.
<img src="http://resaleworld.com/videos/jason/2009-08-04_0857.png">
As you can see, an information box appears warning you of the bad checks and asks if you want to choose another payment type.
Since the Bad Checks option is just a single flag, you can also use the Notes section on the Account screen to record when and how much the bad check was for as well as if/when they came in to reconcile it. This way if the bad check was written awhile ago you will know when it happened and may want to remove the flag.
<img src="http://resaleworld.com/videos/jason/2009-08-03_0903.png">
<img src="http://resaleworld.com/videos/jason/2009-08-03_0903_001.png">
As in the example above with the 2 pictures, the bad check was a few years ago and the customer came in a few days later to pay for it with cash. Knowing it was a few years ago, I may then want to go ahead and allow the check to be written in the POS and then also clear the Bad Check flag.
Here is a screenshot showing the account as being flagged for the bad check.
<img src="http://resaleworld.com/videos/jason/2009-08-04_0855.png">
Now, I will go to the POS, select the customer and attempt to use the check payment type.
<img src="http://resaleworld.com/videos/jason/2009-08-04_0857.png">
As you can see, an information box appears warning you of the bad checks and asks if you want to choose another payment type.
Since the Bad Checks option is just a single flag, you can also use the Notes section on the Account screen to record when and how much the bad check was for as well as if/when they came in to reconcile it. This way if the bad check was written awhile ago you will know when it happened and may want to remove the flag.
<img src="http://resaleworld.com/videos/jason/2009-08-03_0903.png">
<img src="http://resaleworld.com/videos/jason/2009-08-03_0903_001.png">
As in the example above with the 2 pictures, the bad check was a few years ago and the customer came in a few days later to pay for it with cash. Knowing it was a few years ago, I may then want to go ahead and allow the check to be written in the POS and then also clear the Bad Check flag.