Using House Accounts for Weddings
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(New page: Wedding accounts can be easily handled in Order Entry by first setting up a wedding house account for the customer, then charging the wedding arrangements to the house account. The custome...) |
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| + | Although you can set up house accounts for weddings without it, it is far easier to start the entire wedding process using the [[Event Planner]]. | ||
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Wedding accounts can be easily handled in Order Entry by first setting up a wedding house account for the customer, then charging the wedding arrangements to the house account. The customer can then make payments as needed. | Wedding accounts can be easily handled in Order Entry by first setting up a wedding house account for the customer, then charging the wedding arrangements to the house account. The customer can then make payments as needed. | ||
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| + | You do not maintain this account like a regular house account. Because the customer will most likely be making several payments over a span of months, you do not want to print statements for the customer or charge finance charges.</td> | ||
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==Creating a Wedding Account/Charging Products to the Account== | ==Creating a Wedding Account/Charging Products to the Account== | ||
'''To create a wedding account and charge products to the account:''' | '''To create a wedding account and charge products to the account:''' | ||
| - | #On the FTD Mercury Main Menu, click Order Entry. | + | #On the [[FTD Mercury Main Menu]], click [[Order Entry]]. |
#In the Customer field, enter a name for the house account. Generally, it is a good idea to name the account Wedding followed by the customer’s last name (such as Wedding Smith). This way all of your wedding accounts can be accessed in Customer Search by typing in the word wedding. | #In the Customer field, enter a name for the house account. Generally, it is a good idea to name the account Wedding followed by the customer’s last name (such as Wedding Smith). This way all of your wedding accounts can be accessed in Customer Search by typing in the word wedding. | ||
#Click Add to add the new house account. Complete the customer’s general account information. | #Click Add to add the new house account. Complete the customer’s general account information. | ||
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==Receiving Payments on Wedding Accounts== | ==Receiving Payments on Wedding Accounts== | ||
| - | To receive a payment on the wedding account, take the payment just like a regular payment on an open item account | + | To receive a payment on the wedding account, take the payment just like a regular payment on an open item account. |
'''To receive a payment on a wedding account:''' | '''To receive a payment on a wedding account:''' | ||
| - | #On the | + | #On the [[FTD Mercury Main Menu]], click Receive Payment. |
#In the Customer field, enter the name of the account to locate the account. | #In the Customer field, enter the name of the account to locate the account. | ||
#Select the payment type, enter the payment information, and type the payment amount in the Amount column. | #Select the payment type, enter the payment information, and type the payment amount in the Amount column. | ||
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==Paying off the Balance on Wedding Accounts== | ==Paying off the Balance on Wedding Accounts== | ||
To pay off a house account balance, use the Receive Payment option as described in the section above, however take the payment for the balance of the account, and allocate the full amount to the ticket(s). | To pay off a house account balance, use the Receive Payment option as described in the section above, however take the payment for the balance of the account, and allocate the full amount to the ticket(s). | ||
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| + | [[Customer Management|Back to Customer Management]] | ||
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Although you can set up house accounts for weddings without it, it is far easier to start the entire wedding process using the Event Planner. |
Wedding accounts can be easily handled in Order Entry by first setting up a wedding house account for the customer, then charging the wedding arrangements to the house account. The customer can then make payments as needed.
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You do not maintain this account like a regular house account. Because the customer will most likely be making several payments over a span of months, you do not want to print statements for the customer or charge finance charges. |
Creating a Wedding Account/Charging Products to the Account
To create a wedding account and charge products to the account:
- On the FTD Mercury Main Menu, click Order Entry.
- In the Customer field, enter a name for the house account. Generally, it is a good idea to name the account Wedding followed by the customer’s last name (such as Wedding Smith). This way all of your wedding accounts can be accessed in Customer Search by typing in the word wedding.
- Click Add to add the new house account. Complete the customer’s general account information.
- Click the House Account tab. Complete the customer’s house account information. Set up the account as an Open Item Account. Clear all of the options at the bottom of the window (Print Statements, Fax Statements, Email Statements, and Print Dunning Messages).
- Click Save. If required, enter your employee name, password, and optionally any notes in the Audit Trail window and click OK.
- This takes you back to Order Entry. Now you are ready to select all of the products that are being purchased for the wedding. In the product grid in the center of the window, select all of the wedding products and quantities.
- Next add the church delivery information. Add this information in the Recipient and Delivery sections of the screen.
- Next add the reception delivery information. You can use Special Instructions or Customer Notes (click Notes).
- Click Payment to take payment on the order. Select House as the payment type and then click Complete to charge the transaction to the wedding account.
Receiving Payments on Wedding Accounts
To receive a payment on the wedding account, take the payment just like a regular payment on an open item account.
To receive a payment on a wedding account:
- On the FTD Mercury Main Menu, click Receive Payment.
- In the Customer field, enter the name of the account to locate the account.
- Select the payment type, enter the payment information, and type the payment amount in the Amount column.
- In the This Payment column, type the amount that you are allocating to each ticket.
- Click Complete.
Paying off the Balance on Wedding Accounts
To pay off a house account balance, use the Receive Payment option as described in the section above, however take the payment for the balance of the account, and allocate the full amount to the ticket(s).
