When will Collect From Customer print? Follow

Collect from Customer will print when:

  1. There is no Bill to ID on the order (i.e. Cash Sale that uses the Default Cash Customer)
  2. The Bill to ID on the order is for an account that is set to Cash Only (customer setup)
  3. The Bill to ID is an insurance Company, the customer owes a Deductible, and there is no Customer ID on the order
  4. The Bill to ID is an insurance Company, the customer owes a Deductible, and the Customer ID on the order is set to Cash Only
  5. The Bill to ID is an insurance Company, there are Customer Paid items on the order, and there is no Customer ID
  6. The Bill to ID is an insurance Company, there are Customer Paid items on the order, and the Customer ID is set to Cash Only

Collect from Customer will NOT print when:

  1. The Bill to ID on the order is not set to Cash Only
  2. The Bill to ID is an Insurance Company and the Customer ID is not set to Cash Only
  3. The Bill to ID is an Insurance Company and there is no Deductible
  4. The Bill to ID is an Insurance Company and there are no Customer Paid Items

If the person paying is an On Account customer, Customer Pays will not print. This was a design decision that was made due to customer requests. If the account being used is set to Cash Only, and that Customer has a balance owed on the order but the option is greyed out or not working, please write it up with specifics on what combination of accounts are being used and the specifics of the order. As always, backups are helpful (yes, even for online customers).

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