The collect on delivery (COD) feature allows your customers to pay for purchases when they are delivered. The payment option is available when you use the Schedule Delivery feature in these scenarios:
- A customer has no store credit
- A customer exceeds their store credit
This user’s guide contains the following topics:
- How to turn on the COD feature
- How to collect on delivery when a customer has no store credit
- How to collect on delivery when a customer exceeds their store credit
How to turn on the COD feature
The COD feature is an optional and available only when you use the Schedule Delivery feature in Paladin.
- On the File menu, click Setup.
- Click the Delivery tab.
- Select the Enable COD Deliveries checkbox.
- Click Save and then close the window.
- Restart Paladin.
How to collect on delivery when a customer has no store credit
When the COD feature is turned on and you select Schedule Delivery for a customer who does not have a store line of credit (credit limit of zero), the Charge payment type becomes available and offers the option to collect payment on delivery.
Example: Customer with no store line of credit.
Customer Bill Smith has no store credit.
Bill Smith makes a purchase and asks for it to be delivered and to pay for the shipment when it arrives. This is a collect on delivery or COD payment. The cashier creates the invoice and then clicks Schedule Delivery on the Checkout tab, enabling the Charge payment type.
The cashier clicks Charge and selects Collect this amount on delivery: COD.
The cashier completes the sale, and the receipt shows the amount to collect on delivery.
The delivery person delivers the items and collects payment from Bill Smith. When the delivery person returns to the store with Bill’s payment, the payment is applied as an Account Payment to Bill Smith’s account in the Invoice/Quote or Customers module.
Tip: When you use the COD feature, invoice payments are recorded as Charge payments in the customer’s Sale History. If the customer pays by check at the time of delivery, you can optionally record the check number and account info when you apply the account payment.
How to collect on delivery when a customer exceeds their store credit
The COD option will also appear for customers who have a store line of credit when the Charge amount on a purchase exceeds their available credit.
Example: Customer with a store line of credit.
Customer Mary Smith has a store line of credit.
Mary wants to make a purchase for delivery using her store credit. However, the purchase amount will cause her to exceed her current available credit. In this scenario, a manager can approve a temporary extension in her credit limit OR she can opt to pay on delivery or COD.
If you select the COD option, the entire invoice amount will be due at delivery.
If you have questions or suggestions about this information, contact firstname.lastname@example.org.