Customer ► Find
Customer balances and pending transactions such as layaways, repairs, custom jobs, special orders, and appraisals must be entered into The Edge.
For more about customer records, see the section entitled Working with Customer Records.
•Set starting balances for applicable customers:
1. To obtain figures to be entered, pull a balance report from your old system.
2. Find the customer using Customer Find.
3. Select the Balances tab.
4. Select Credit Memo and adjust the balance by typing the balance in the New Balance field.
5. Select House Account and adjust the balance by typing the balance in the New Balance Field (money owed to the store entered as a POSITIVE value).
6. Be sure to enter deposits made as a POS transaction.
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The Edge adjustment feature will allow these transactions to reflect a prior date and reason, so as not to affect current business and accounting totals. When doing a balance adjustment, be sure to back date the adjustment and record a reason (i.e., conversion). Leaving the default date will flag the transaction as if it happened that day. This is especially important if your intent is to print statements and calculate interest and aging for these adjusted balances. |
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If this is the first time using Statements in The Edge v. 6.1 or higher, before using The Edge, please review the section entitled Working with Statements. |
