The Prompt to Apply Credit Balance Entry Parameter (available only with Keystroke Advanced licenses) checks for an available Customer credit balance and prompts to apply it to the current Sales Transaction.
If Prompt to Apply Credit Balance is enabled, just before entering the first payment, Keystroke checks if the Customer's Amount Due is less than 0.00. If it is, the "Customer has a credit balance of ($X.XX). Apply it to this transaction?" message is displayed. If [Ok] is selected, then an "On Account" payment (the first available Credit type payment) is applied to the Sales Transaction either for the full amount of the transaction or for the Customer's credit balance amount (whichever is less).
Note: If a credit type payment is pre-selected (either by the Customer's default Payment type, by a hotkey or by a macro button) then this check is not performed since it is already being set to use a credit payment.
If Prompt to Apply Credit Balance is disabled, the credit balance check is not performed.
To set this parameter:
- Select Parameters from the Sales Manager Transaction Menu.
- Select Entry.
- Select Prompt to Apply Credit Balance on the Entry Parameters screen.
- Use the mouse or the [Space Bar] to turn the parameter ON or OFF.
- Select [OK] or press [F10] to save.
Sales Entry Parameters
Sales Manager Contents