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All of this needs to be done. |
This is pretty self-explanatory….
Step-by-step guide
The customer entry history is conveniently located in the customer heading and can be opened (by selecting the door icon).
When the entry history opens users will immediately see a list of entries for the previous seven days.
The entry history can be expanded to show the previous month or year. As users toggle the buttons the results will expand based on the entry history.
When the entry history is open the data does not automatically update so to update the entry results users must select the "refresh" icon.
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If the customer entry history needs to be printed or saved users should use the report in Community Connect Office called the "Building Entry Listing" report. |
Related articles
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Voiding a Sale
If a user would like to void a sale, all they have to do is click the “Void Sale” button at the bottom of the cart.
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Note: “Void Sale” is only enabled when there are items present in the cart, or there is a purchaser attached to the sale.
When “Void Sale” is clicked, they will see a confirmation dialog. From here, they just need to click “Void Sale” again to confirm.
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If cancel is clicked here, the dialog will go away and the sale will not be voided. All items will still be shown in the cart. |
After confirming the void, the user will be asked if they would like a void slip printed. If no is clicked, the dialog goes away, the sale is voided, and nothing else happens. If yes is clicked, the dialog will go away, the sale will be voided, and a void slip will print from the receipt printer.
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The cart will be cleared of any items that were added, and the purchaser will also be cleared.
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Voiding a Credit Card payment
If users would like to void a processed Credit Card, they should click the “X” next to the payment in the Checkout dialog.
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There will be a confirmation dialog that appears, asking the user if they are sure they want to void the credit card transaction. Click the “Void” button to continue.
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If “Cancel” is clicked here, the dialog will go away and the user will be brought back to the Checkout dialog with the Credit Card payment still added. |
Once “Void” is clicked in the confirmation dialog, the void will complete and the payment will be removed from the Checkout dialog.
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