Calculating and Showing Change Due on an Invoice

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Calculating and Showing Change Due on an Invoice

 

Overview

When a customer pays with cash and gives you more money than what is due on the invoice, you need to give them cash back. Here is a quick way to have StockTrac® calculate that change due for you. In addition, the change back will be documented with the invoice.

 

Procedure

Window Capture

  1. Enter a payment type of cash. The amount will be the total cash that the customer gave you. Apply the payment.
  2. Enter a second payment type of cash. There will be a negative amount available on the invoice, and this amount represents the change due to the customer. Apply that payment, and finish the invoice.

Note that this method will also work if the customer uses multiple payment methods (i.e., pays for part of the invoice with a credit card and the remainder with cash).

 

 

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