Invoice Options

Use Invoice Options to end, void, or hold an invoice, modify the payment options display, or change the properties of the entire invoice.

End Transaction:
Once all of the items have been added to the invoice, click on End Transaction or press to complete the invoice.

Void Invoice:

To void the current invoice, click on Void Invoice or press .

Hold Invoice:

This function allows you to place the current invoice on hold. Hold Invoice could be used if the cashier began ringing up an order but then the customer realized that he forgot to pick up something on his list.

The cashier could place the invoice on hold and ring up other customers in line while the original customer gets the forgotten item. To place an invoice on hold, click on Hold Invoice or press . You will be prompted to enter an On Hold ID of up to 4 characters to use later to recall the invoice. NOTE: To recall an on hold invoice, select Recall Invoice from the Cashier Functions menu in the Options menu. You will be prompted to enter the Hold ID that you originally entered when you placed the invoice on hold.

Payment Options:
Click on this button to display payment options buttons on the Invoice Screen. Click on the button again to remove the buttons.

Options:

Click on this button to display the Options menu. See Chapter 1: Setting Up Cash Register.

Express:

Options Menu for more information on this screen.

Current Customer

The default customer for each invoice is 101 Cash Customer. You can also keep track of your customers by creating a customer number for each customer and then selecting it for the current invoice (creating a customer is explained in detail in Chapter 3: Customer Control). There are two ways to select a customer for an invoice, Quick Search and Find. Quick Search allows you to select a customer by entering his number while Find allows you scroll through your customer records.

To select a customer for the current invoice when you know the customer number:

Click on Quick Search or press . Type in the customer number, then press or click on OK. If the customer number is valid, that customer will appear in the current customer box.

To select a customer for the current invoice when you don't know the customer number:

Click on Find or press . Click on Next or Previous (or use and ) to scroll through the customer records. Once the desired customer's record is displayed, click on Select or press to select the customer. Click on Exit or press to exit without selecting a customer.

Item Search

Item Search is the section of the Invoice Screen where you ring up the items that the customer wants to purchase. You can search for inventory items by item number or by item name. You can set this parameter by selecting Inventory/Kit Sorting Order from the Inventory menu.

To add an item to the current invoice using the bar code scanner, scan the bar code of an inventory item when the cursor is blinking in the Search by Item Number box. The number will appear on the grid. If you are entering the number by hand, you must press after typing the number. You can also partially enter an item number and then press the down arrow key < > to get a listing of all items beginning with those numbers. For example, if you know that the item number of a can of Coke begins with 0112 but don't know the rest, you can type 0112 then press < > and all the items whose numbers begin with 0112 will be displayed.

If the quantity for an item you are adding to the invoice is different than one, you may change it prior to scanning or entering the item by pressing or clicking on the Quantity box. Note that the quantity can be negative and it does not need to be a whole number. If the customer is returning an item, use a negative quantity. This will add a negative amount to the current total as well as properly update the instock amount of the inventory item once the transaction is completed.

Return to pages on Look Up Customer or Item Search

Go on to pages on Totals or Current Customer

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