Sage 300 How to Enter a Customer Receipt

For example, if the first purchased item has an age limit of 18, there is only an age verification for the first item, but not for the second one. Xstore POS Point of Service allows you to configure cashier age restrictions to determine whether a cashier has the permission to sell certain items. You can activate/deactivate the cashier age restriction per store.

The rain check is applied to the transaction and Xstore POS returns to the item entry screen. Money received in any way by a business is a receipt. Before one can be recorded, at least one cash account or bank account must be established. The Document Details area contains additional information relating to the selected document, and will automatically populate when a document is selected from the list. This includes the date and time the document was appended, the document number and the user who added the document.

On the desktop interface of Spendesk.com: drag and drop the receipt on the related payment.

Once the Client Receipt has been saved it will automatically appear in our bank reconciliation screen. This is for reconciling within your bank reconciliation. Supported file types include PDF, JPG, and PNG format. The source document’s information should be recorded in the appropriate accounting journal as soon as possible after the transaction.

• You would keep source documents for your business just like you keep receipts for tax-deductible items for your taxes.
• Before one can be recorded, at least one cash account or bank account must be established.
• You can learn more about Linked Documents in the Links Area documented below.
• Depending upon the tender type you selected, the tender amount prompt may default to the total amount due for the sale transaction.
• When tips are added, your card will authorize an amount that is different from the cost of the item plus the tip.
• The Client Receipt Standing Transactions area is used to set up recurring transactions.
• From the Divvy mobile app, tap the Information icon next to «Receipts» on the Transactions Details page.

This enables the user to always view the most recently updated version of the document, however still keep a complete record of the document history. The Notes area is for entering any notes related to the document.

pricing, and service options subject to change without notice.

To add in additional links to a document, select the document and then select the Link Document icon. From the File drop down menu, select what you want to link this document How To Attach Receipt To Account Transaction to. Then within the Value data entry field, enter in the details . As this data entry field has a blue background, it is user searchable by entering the wildcard ‘?

Scan the rain check or enter the ID of the rain check. Rain Check is an optional feature that allows customers to purchase out of stock items for the same price later. To add another item to the transaction, see Adding an Item. To sell an item with a time restriction, follow the steps below. If the scanner is not https://www.wave-accounting.net/ working, manually enter the product ID. Xstore POS reads the RFID Electronic Product Code tag whilst the product barcode provides the product ID, and the RFID tag extracts the unique reference number of the product. If you need to edit the exchange rate, rate type, or rate date for this receipt, click Rates.

What can I do if I lost my receipt or an invoice?

If your store issues e-mail receipts, you may be prompted for more information after the sale is tendered. Any receipts that have been set up for e-mail delivery are generated as PDF documents and sent to the customer’s e-mail address as an e-mail attachment. This e-mail receipt process assumes the customer has an active e-mail address and has given permission to receive e-mail from the store. The remainder of the form will be prefilled with information to enter the full amount due on the sales invoice. If the receipt is for only part of the balance due, edit the amount received by adjusting the unit price. This will tell SapphireOne to save the current transaction and open the next transaction in the list ready for data entry or modification. Also note that for what ever page is open in the transaction SapphireOne will move to the next transaction displaying the exact same page.

A materials receipt that specified the objects purchased and the price paid, but that was scanned without the name of the supplier would not qualify. A document that presented all the information in the original receipt, but that had been retyped in Word or Excel format would also not qualify. Use the checkboxes to select individual files, or to select everything for that month in one go.

Franchise Owners Who Use Docyt

You will receive an email response on whether we were able to successfully match the receipt or if we were unable to process the receipt. From the Divvy mobile app, tap the Information icon next to «Receipts» on the Transactions Details page. Divvy’s receipt auto-match feature makes it easier than ever to connect receipts to your transactions.

• If you are prompted that the cash drawer is unavailable, either wait for the cash drawer to become available, or scan a different cash drawer.
• When multiple transactions have been selected the user may click on the tick on the tool bar with the results as seen as above.
• The customer may have indicated that they wish to have e-mail receipts as their default.
• The Client Receipt Payment Details area allows you to select if bank charges are to be incurred with overseas bank accounts.

If you have additional questions or need help with using Divvy, please view our other Help Center articles or contact the Divvy Support team. Once you email a receipt to Divvy, you will receive an email back from us within a few minutes. If you have not received an email back within a couple of hours, please let us know by contacting the Divvy Support Team. We don’t currently have a way to forward receipts via text. Watch this video to review all the other ways a receipt can be uploaded into Divvy. The best thing you can do to encourage matching is to have a good image of your receipt.