Post a payment to Purchase on Account (accounts receivable)

  1. From the Ascend Desktop, select the View menu > Purchase on Account > Manage Accounts and double-click the customer.

    From the customer record, click the Manage Account button.

  2. On the middle toolbar, select how payments should be applied to transactions.
    a. Apply Payments to Oldest Transactions First: Automatically apply payments to the oldest unpaid transaction(s).
    b. Apply Payments to Specific Transactions: Check the boxes next to the transactions to apply payments to those transactions.

  3. On the Payment toolbar, click the appropriate payment type (e.g. Check).
  4. Process the payment as normal.

Applying overpayments to Credit Memo

If a customer overpays on their account, change can only be returned as Cash or a Credit Memo on their account. Credit Memo amounts are not shared between locations, and can only be applied to Purchase on Account.

To refund to Credit Memo, click the Credit button on the Change Due dialog box.


  1. Run a sales transaction
  2. Complete a return
  3. Create a layaway
  4. Create a quote
  5. Add a customer
  6. I messed up a sale/payment. How do I fix it?
  7. Change a Tax Rate during a sale
  8. Set up a category flat tax
  9. Create a sales promotion
  10. Add or edit products for an existing sales promotion
  11. Download coupons using the Coupon Wizard
  12. Record a payout
  13. Sell a Gift Card
  14. Sell a Gift Certificate
  15. Issue In-Store Credit
  16. See sales totals for my customers (like what they owe us, what we owe them, and what they've spent over time)
  17. Create, edit, and use coupons
  18. Use the Cash Drawer Counter
  19. Add a country in Ascend
  20. Add a Tax Exception Reason
  21. Create custom payment types
  22. Print a large receipt for a transaction
  23. Exchange a product for a customer
  24. Use rounded payments
  25. See who took a payment
  26. Change the customer in a transaction
  27. Charge a purchase to Purchase on Account (accounts receivable)
  28. Set up Purchase on Account for a customer (accounts receivable)
  29. Close Purchase on Account for a customer (accounts receivable)
  30. Post a payment to Purchase on Account (accounts receivable)
  31. Send invoices for Purchase on Account (accounts receivable)
  32. Handle Special Order items
  33. Process a cash payment
  34. Process a check payment
  35. Process a custom payment type
  36. Process an eCommerce payment
  37. Process a financing payment
  38. Process a gift card payment
  39. Process a gift certificate payment
  40. Process an in-store credit payment
  41. Manually process a credit card, Trek Card, or gift card payment
  42. Process credit or debit card payments using the (Ingenico) payment terminal
  43. Process a Trek Card payment
  44. Process a trade-in payment
  45. Manage Discount Reasons
  46. Discount items on a transaction

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