Transitioning to Orchid POS Software: Establish Current Customer Balance Due
While transitioning to Orchid POS from another point of sale program, you will want to move account balances due to you into Orchid POS as well but you don't want to double-report the sale that created the balance.
Best practice for this is to place a non-inventoried, miscellaneous item on the customer's invoice, changing the unit price to match what they owe you and the description to something like Balance Transfer.
- Some store's create a product part specifically for this purpose, even with its own category, so it's easy to pull out of reports.
Use House Account as the "payment" method in order to create the balance due.
If you'd like to back-date the invoice to before your point of sale transition, bring the invoice up under invoice review, either from the customer's purchase history or Manage Invoices, click the Edit icon next to Invoice Date, and change the date.
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