Credit Book

Receiving Money

1. From the Sales Screen, click Select Customer
2. Search and select the customer’s name, and then click Ok
3. Click Credit Book
4. Click Add Credit
5. Type in the amount to be put on the credit book.
6. Click Ok
7. Select the payment type. 

Making Purchases

1. From the sales screen, click Select Customer. 
2. Search the customer’s name. 
3. Click Ok
4. Click Credit Book
5. Click Redeem Credit
6. Type in the amount to be applied to this transaction.

Applying a Credit Book Balance to an Account

1. From the sales screen, click Select Customer. 
2. Search the customer’s name. 
3. Click Ok
4. Click Credit Book
5. Click Apply Credit to Account
6. Type in the amount to be applied to this customer’s account.

Running a Credit Book Report

1. From your Point of Sale, click Admin
2. Click Reports
3. Select the Account Summary report and click Ok. 
4. Select the Start Date and End Dates for the report. 
5. Select Credit Book
6. If you would like to create a CSV (Excel) file, check off the box beside Create CSV file. The file can be found in: Program Files/TeeOn/PointOfSale/csvreports 
7. If you would like to include members with a zero balance, uncheck the box "Include members with zero balance". 
8. Choose the Member Categories by clicking on Choose Member Categories
9. Choose the Member Types by clicking on Choose Member Types
10. Click Ok