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AR (Accounts Receivable) Sale Transaction

1. On the Home Screen, scan the item barcode.
   1. If barcode is missing or it will not scan, select Items, search for the item, and select it from the list.
   2. If selling an item from the Quick Menu, select the item.
2. Change quantity, if necessary in Transaction Detail using Plus or Minus sign.
3. Attach customer to transaction:
   1. Swipe Customer ID.
      OR
   2. Select Customers tab, search for customer. Highlight Customer from list, double click or select Add to Transaction to add customer to transaction.
      Note: If new customer select Customer then New Customer, in bottom right corner of Details Frame and add customer. For more details, see Adding a New Customer.
      Note: The customer may be attached to the transaction at any time.
      
      
4. The customer's first name, last name, display in Transaction Detail, above Subtotal and Tax.
   
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5. After scanning all items, select Pay.
6. Payment Method displays in Details Frame.
7. Select A/R CHARGE.
8. A/R Charge: Tender Amount displays with available accounts, select the appropriate account.
9. If the selected account will pay the full amount, select Complete, in the lower right corner of the Details Frame.
10. If the selected account will only pay part of the amount, enter the amount, select Complete and the system will prompt for the next tender.
    Note: Depending on back-office system's customer and account parameters, further prompts may display for inserts, etc.
    
    
11. Transaction completes and receipt prints.
12. The he receipt will indicate the account charged and remaining account balance:
    
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13. Transaction Complete dialog box displays.
14. Select Reprint Receipt, Print Gift Receipt, or enter an email address in the Email Receipt field.
15. Select Next Transaction.

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AR (Accounts Receivable) Refund Transaction

1. On the Home Screen, scan the barcode from the receipt, or use Receipts to search for the receipt.
   1. If the customer does not have the receipt and you are allowing the refund, scan the item, or look it up using Items.
   2. If the item is a Quick Menu item, select it from the Quick Menu.
2. Select item(s) for refund if using original receipt:
   1. Select Refund All in the lower portion of Transaction Detail,.
      OR
   2. Select single items by highlighting the item in Transaction Detail and selecting Refund Item.
      Note: If you are refunding more than one item from the receipt it will be faster to Refund All and then remove the item(s) that will not be refunded.
3. Select Pay and tender.
4. A/R Charge: Tender Amount displays with available accounts, select the appropriate account.
5. Select Complete in the lower right corner of the Details Frame.
6. Transaction completes and receipt prints.
7. Transaction Complete dialog box displays.
8. Select Reprint Receipt, Print Gift Receipt, or enter an email address in the Email Receipt field.
9. Select Next Transaction.

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AR (Accounts Receivable) Exchange

1. At the Home Screen, scan the barcode from the receipt, or use Receipt to search for the receipt.
   1. If the customer does not have the receipt and you are allowing the refund/exchange, scan the item, or look it up using Items.
   2. If the item is a Quick Menu item, select it from the Quick Menu.
2. Select item(s) for refund if using original receipt:
   1. Select Refund All in the lower portion of Transaction Detail,.
      OR
   2. Single items may selected, by highlighting the item in Transaction Detail then selecting Refund Item the lower portion of Transaction Detail.
      Note: If you are refunding more than one item from the receipt it will be faster to Refund All and then remove the item that will not be refunded.
      
      
3. Select items to sell: scan the barcode, or locate using Quick Menu or Items.
4. Select the Pay.
5. If even exchange the transaction will complete.
6. If exchange was not even select A/R at Payment Method.
7. A/R Charge: Tender Amount displays with available accounts, select the appropriate account.
   1. If you owe the customer money, select the button for the amount owed
      OR
   2. If the customer owes money, select the appropriate button based how they pay you.
8. Transaction completes and receipt prints.
9. Transaction Complete dialog box displays.
10. Select Reprint Receipt, Print Gift Receipt, or enter an email address in the Email Receipt field.
11. Select Next Transaction.

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ROA Pay In

1. Attach customer to transaction:
   1. Swipe Customer ID.
      OR
   2. Select Customers tab, search for customer.
2. Select Quick Menu then Pay In.
3. Select the Account for the payment and enter the amount.
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4. Select Add.
5. Select Pay then, the Tender and complete transaction.
6. The receipt will indicate the account charged and remaining account balance:
7. Transaction Complete dialog box displays.
8. Select Reprint Receipt, Print Gift Receipt, or enter an email address in the Email Receipt field.
9. Select Next Transaction.

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Balance Inquiry

1. On the Home Screen, select Balance to check the balance of a Gift Card or Accounts Receivable account.
2. Search by Customer #, Gift Card, or Tender.
   1. A search by Customer results in a listing of accounts receivable accounts attached to that customer. The Account Name, Amount Spent, and Available Balance display.
   2. A search by Gift Card results in a listing of gift card number under Account Name, along with Amount Spent, and Available Balance display.
   3. Selecting Tender for your search results in a Select Tender dialog box.
      1. Select the tender.
      2. Enter the customer number in the search field and search.
      3. The Account Name, Amount Spent, and Available Balance display.