Anchor
_Toc440010683 _Toc440010683

Anchor
_Toc14260005 _Toc14260005

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.

...

1. Transaction Complete dialog box displays.
2. Select Reprint Receipt, Print Gift Receipt, or enter an email address in the Email Receipt field.
3. Select Next Transaction.

Anchor
_Toc391474395 _Toc391474395

Anchor
_Toc440010684 _Toc440010684

Anchor
_Toc14260006 _Toc14260006

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,

...

1. Select Pay and tender.
2. A/R Charge: Tender Amount displays with available accounts, select the appropriate account.
3. Select Complete in the lower right corner of the Details Frame.
4. Transaction completes and receipt prints.
5. Transaction Complete dialog box displays.
6. Select Reprint Receipt, Print Gift Receipt, or enter an email address in the Email Receipt field.
7. Select Next Transaction.

Anchor
_Toc14260007 _Toc14260007

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,

...

1. 1. If the customer owes money, select the appropriate button based how they pay you.
2. Transaction completes and receipt prints.
3. Transaction Complete dialog box displays.
4. Select Reprint Receipt, Print Gift Receipt, or enter an email address in the Email Receipt field.
5. Select Next Transaction.

Anchor
_Toc14260008 _Toc14260008

ROA Pay In

1. Attach customer to transaction:
   1. Swipe Customer ID.

...

1. Select Add.
2. Select Pay then, the Tender and complete transaction.
3. The receipt will indicate the account charged and remaining account balance:
4. Transaction Complete dialog box displays.
5. Select Reprint Receipt, Print Gift Receipt, or enter an email address in the Email Receipt field.
6. Select Next Transaction.

Anchor
_Toc14260009 _Toc14260009

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.