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Transactions
Receipt
Receive Payment
Reservation
Transaction Basics
- Setting up transaction screens
- Setting up transaction prefixes
- Creating items on the fly in transactions
- Using the Select a Company modal
- Adding items using the advanced tab
- Using the add item modal
- What is pivot view, and how to enable it
- Using the transaction grid
- View your inventory by location when adding an item to a transaction
- How do addresses populate on transactions?
- Emailing transactions and attachments
- What do the pound symbols at the top of a transaction mean?
- How do transaction screens work
- Adding discounts to transactions
- Adding other charges to transactions
- Using the save and issue hotkey on transactions
- Transferring data when copying transactions