When an owner makes a small underpayment or overpayment, Breeze automatically moves the difference to the Cleanup account. For example, an owner owes $39.75 but gives you $40. Breeze moves the twenty-five cents to the Cleanup account, instead of creating a prepayment.
You can think of the Cleanup account as a sponge that absorbs all the small overpayments and underpayments in your system. You set the tolerance amount, and for each transaction that has a cleanup amount, you can decide if you want Breeze to move it.
Setup for the Cleanup Feature
Before you can use the feature, you should set it up, or check to see if it has been pre-configured (for newer clients, it comes as a default). You can also modify the tolerance if needed.
1. Go to Admin > GL Account, and add a GL account the for the cleanup amounts.
2. Go to Admin > Charge Codes, and add a charge code linked to the GL account shown above. For the code and description, enter Cleanup.
3. Go to the Company Settings page.
4. Open the Account Settings tab and complete the Cleanup fields:
Cleanup Charge Code - Enter the charge code created in Step 2.
Cleanup Tolerance - Set the limit for cleanup. Any overpayment or underpayment under the tolerance will be "cleaned up." The recommended setting is $1.
Using the Cleanup Feature: Overpayments
If an owner overpays, and the difference is under the Cleanup Tolerance, a message appears.
If you click Yes, Breeze creates a cleanup charge for the amount, and it appears on the Receipt screen.
If you click No, Breeze creates a prepayment for the excess amount.
If you want to change the receipt, click outside the message box. Breeze closes the message box, allowing you to edit the Receipt screen.