Customers & Sales

Customer Withdraw

The Customer Withdraw screen records a cash or tender withdrawal against a customer's account credit balance. The customer must have withdraw privileges enabled, and optionally may be restricted from withdrawing more than their current credit balance. When a customer is selected, any configured reference fields are prompted via dialog before proceeding. Access from Sales › Customer Withdraw.

Header Fields

Field	Description
Withdraw No.	Auto-assigned transaction number. Part of the standard GltxFrame header.
Date	Transaction posting date (defaults to today).
Store	Store for this withdrawal. Changing the store re-validates the customer and clears them if they belong to a different store.
Station / Employee	Current station and employee (from GltxFrame).
Memo	Free-text memo field for internal notes.

Number

Transaction number. Auto-generated by default; enter # for next sequence number.

Reference

Reference string for cross-referencing or notes (optional).

Status

Transaction status. Controls posting and visibility in lists.

Date

Posting date for the transaction. Defaults to today.

Time

Time of posting. Auto-filled from the system clock.

Work Date

Work date for the transaction (may differ from posting date).

Shift

Shift assignment for labour or shift-based reporting.

Store

Store where the transaction is posted. Defaults to current store.

Station

Workstation or terminal where the transaction was entered.

Employee

Employee who created or is responsible for the transaction.

Memo

Free-form memo or notes attached to the transaction.

Transaction Fields

Field	Description
Customer	Customer performing the withdrawal (lookup). When selected, the system: • Loads the customer's current account balance • Prompts for any configured reference fields via input dialogs • If the user cancels a reference prompt, the customer selection is cleared
Balance	Current customer account balance (read-only, auto-filled). A negative value indicates a credit balance available for withdrawal.
Amount	Withdrawal amount. The system validates: • Customer must have withdraw privileges enabled • If check withdraw balance is enabled on the customer, the amount cannot exceed the credit balance

Tenders Tab

Specify the tender(s) used to pay out the withdrawal to the customer.

Column	Description
Tender	Tender type (lookup). When selected, the remaining amount is auto-calculated and filled in.
Amount	Amount in the tender's native currency. Editing recalculates the Total based on the conversion rate.
Rate	Currency conversion rate (auto-filled from tender definition, read-only display).
Total	Amount in base currency (Amount × Rate). Auto-calculated.

Multiple tenders can be used for a single withdrawal. Each tender row creates a GL posting to the tender's configured account.

References Tab

Displays reference fields configured on the customer. These are prompted automatically when a customer is selected and can be edited here afterward.

Column	Description
Name	Reference field name (from customer configuration, read-only).
Data	Reference value (editable). Entered via the auto-prompt dialog or manually in this table.

Accounting Behavior

When posted, the withdrawal creates the following GL entries:

• Debit — Customer's AR account (reduces credit balance) for the withdrawal amount
• Credit — Each tender's account for the corresponding tender total

Voided tenders from the original transaction are preserved during edits. Hidden tender properties (authorization number, card number, expiry date) and reconciliation cleared dates are also carried forward from the original.

Validation Rules

• Customer must have Can Withdraw enabled — otherwise the save is rejected.
• If customer has Check Withdraw Balance enabled, the withdrawal amount cannot exceed the absolute value of the credit balance.
• Standard GltxWindow validations apply (valid store, date, etc.).

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