[Pre 3.3] Quotes for Non Account Customers
As of Retailer 3.0.9.2, The Quote and Invoice Management facility allows for quotes to be issued to non-account customers. The Customer account balance will never change from $0.
Issuing Quote to non account customer
Setup a quote.
See HERE for the advice sheet on creating a quote
There are 2 ways to finalise and pay for the quote:
- Use the Customer Payments button to take payment in Quote and Invoice Management
- Processed as Invoice (I Stamp) with balance paid off immediately.
- Use the Suspend Quote in POS button to add the Quote to the POS Screen as a suspended sale
- Processed as Cash Sale (S Stamp) to customer
Refunding a Quote for non account customer
A quote can be refunded from previous sales screen. For a Cash Sale (S Stamp) quote, select the sale in previous sales and click Refund. For Invoice (I Stamp) quotes, select the invoice sale not the payment (R Stamp) and click Refund.
Reversing an Invoice for non account customer
An Invoice to a non account customer cannot be reversed. The original Invoice can be copied to a new Quote; click HERE to learn how.
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