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C
Crissp
November 4, 2024
Question

Customer tracking

  • November 4, 2024
  • 1 reply
  • 0 views
Hello,
 
I have a question on your software. I am looking for a solution to a problem.
 
I need a program or software for a business that tracks it's customers purchases, provides balances and specifically if there is a credit owed to the customer.
 
I am based in the USA but this problem is occuring in a different country. Due to hyper-inflation the countries money collapsed and they now use the US dollar as it's official currency. The problem comes when customers purchase products from the business, there is not enough small currency US$ bills to provide them with the correct change that is owed.
 
So the solution we are thinking of is to track the customers spending and when there is change owed, if it's not possible to provide it because the business does not have the ability to. That they would have a secure system in place that would show the amount that is owed to the customer, that the dollar amount owed would be a credit. Next time they come to the store that credit would be used towards their next purchase.
 
The business is a butchery, it has a lot of repeat clientele. A lot of times the customers have to either not make a purchase or accept that they are not going to receive change.
 
Thanks,

1 reply

J
Jessavell_A
November 4, 2024

You can use our QuickBooks Online (QBO) International version to run your business, Crissp. I'll discuss more details about it so you can operate and track customer transactions properly.

 

Since you've mentioned your business will not provide change, you can create an invoice and enter the exact amount paid by your customer in the "Amount Received" field when processing the payment. Any excess payment will automatically be recorded as an unapplied payment or credit. Your customer can use this for future purchases.

 

First, here's how you can create an invoice:

 

  1. Click the +New button, then select Invoice.
  2. Fill in the necessary fields.
  3. Click Save and close.

 

Next, when you receive the payment, ensure to enter the exact amount you received from your customer.

 

Then, when you want to apply the credit for future purchases, you can check this article: Create and apply credit notes or delayed credits in QuickBooks Online.

 

Additionally, since you'll be using an International version of QuickBooks, you'll have to set up USD as the home currency. For more details about setting it up, refer to this article: Set up and use Multicurrency in QuickBooks Online.

 

Lastly, for more information about QBO International, you can visit this page: QuickBooks plans and pricing.

 

Let me know if you have any questions about tracking your customer's transaction in QBO. I'll be more than willing to lend a hand. Keep safe, and have a good day.

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