General


 

View Receipt on the Transaction Browser

 

Overview

This article will show you how to view Receipt options in the Transaction Browser.

Instructions

  1. Navigate to Functions > Transaction Browser
    transaction_browser.png
  2. Select filters:
    filters.png
    • Location Filter: Select filters
    • Payment Type: Select payment types
    • Account: Search and select any user
    • Transaction From: Enter the start date for results
    • Transaction To: Enter the end date for results
    • Receipt #: Enter a receipt number, if applicable
    • Show Voids: Select to show void transactions in addition to valid transactions
  3. Click Refresh Results to apply filters to search results
    refresh_results.png
  4. Click on the Receipt # to view editing options
    receipt.png
  5. Navigate through the tabs
    • Receipt: Displays the receipt
      receipt_tab.png
      • Email: View or change the email address
      • Receipt: Choose to email, print, or thermal print (on receipt paper)
    • Transaction Edit: Edit transaction settings
      transaction_edit.png
      • Receipt Location: Select a location
      • User/Account: Select a user
      • Employee: Select an employee
      • Notes: Enter any notes
      • Select Save Transaction to save any changes
    • GL Edit: Edit general ledger settings
      gl_edit.png
      • Payment Code: Select the payment code
      • Edit the Amount paid, the Cost Center, and Revenue Code
      • Select Save GL to save changes
  6. Select Close to exit the Transaction window
    close.png



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