Processing a Trade Account Payment
Account Payment
Here are the general steps for processing a Trade Account Payment
Trade Accounts are referred to as Customer or Debtor Accounts in the Sympac system.
Remember that if POS is not already open on your terminal, you first need to go to the main Sympac screen, then select to load POS and enter in your Staff ID and password if needed.
- Enter your Staff ID in the POS screen and select F3 Receipt.
- Input the Customer Account number.
- Choose the account from the list of customer balances.
- Re-enter your Staff ID and review any important POS notes.
- Fill in required fields, including payment reference and amount.
- Choose how to allocate the receipt: individual item, unallocated receipt, or oldest invoice.
- If unsure, select unallocated receipt for later allocation by the accounts team.
- Complete the receipt and proceed to the normal POS tender screen to take payment and provide a receipt to the customer.
You can find more detailed instructions on symlearning together with video based tutorials and quick reference guides to download.
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