Manage On Account in Sales Register

Manage On Account in Sales Register 

DATE ADDED: 10/05/2020

For Envision Preferred & Ultimate, On Account transactions have been simplified with the Manage On Account button in the Sales Register. With this new button, adding and refunding money to a client’s account is easier. The new pop up allows you to select to add or refund, input the amount, and add a payment note if necessary. (15-character max.)

  • Sales > Sales Register > Select a Client > Manage On Account 

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