Setting up a customer with Pre-paid Credit gives you the flexibility to invoice your customer ahead of time. This in turn gives your customer the options to pay for a job by using the Pre-Paid Credit or by paying for or part of the quote via credit card.
To use Pre-Paid Credit please talk with your printIQ contact to assist in getting this set up.
To set this up we will need to address the following steps
After all the above setup is complete, you are now able to use the Pre-Paid Credit. To start you will create a quote and accept as usual. You will see that the payment terms on the Quotes Details Screen will state ‘Pre-Paid Credit’. Click ‘Complete Order’ and move forward to the payment screen.
Once you have reached the Payment screen, you will see an option for ‘Credit’. Click on this field to display the below options.
Once you click ‘Proceed’ you can carry on as per usual with creating your order. You will see at the invoice stage of the order that a Credit Invoice has been created and the amount has been removed from the Customers Credit limit
When you do a quote that is worth more than the amount left in the credit you will have a message pop up on screen on the payment window stating that “You have insufficient funds to complete this transaction, the remainder of your balance will be used and the rest will be settled with a credit card payment.”
Once you click proceed it will pop you over to the ‘Credit Card’ tab to pay for the rest of the order.
And you can see that the invoice for this order has used the remaining credit and taken the payment for the remaining amount with the Credit Card transaction.
After all the Pre-Paid Credit has been used you will need to arrange more credit for your client or adjust the Credit terms on the Customer back to standard terms.