Question

What is the difference between 'Deferred' and 'Account' Payment Methods?

Answer

At the end of the order process, FloristWare prompts you to select a Payment Method, or Hold Sale.

1. CASH/CREDIT/DEBIT = Pay NOW

2. ACCOUNT = Pay 30 Days or more + Monthly Statement
   Create a new Account (Manager Level) for that Customer to charge to.

3. DEFERRED = Pay LATER + NO Monthly Statement
   Ideal for those customers that are going to pay in 2–30 days and do NOT require a monthly statement.

4. HOLD SALE = the Order is entered into production, go back and edit/adjust accordingly and finalize the payment method when ready.

Once you select any Payment Method; Cash, Credit, Debit, Deferred, or on Account – it is considered a FINAL order/sale – you can NOT go back and change the amount, or add additional items.  To do so, select HOLD SALE.

To help keep your Account Receivable to a minimum, you should only create Accounts for those Customers that are eligible and require a monthly statement, otherwise, all others can be Deferred.