Sales

← Knowledge Base

  1. How do I run a sales transaction?

  2. How do I complete a return?

  3. How do I create a layaway?

  4. How do I create a quote?

  5. How do I add a customer?

  6. I messed up a sale/payment. How do I fix it?

  7. How do I change a Tax Rate during a sale?

  8. How do I setup a category flat tax?

  9. How do I create a sales promotion?

  10. How do I add or edit products for an existing sales promotion?

  11. How do I download coupons using the Coupon Wizard?

  12. How do I record a payout?

  13. How do I sell a Gift Card?

  14. How do I sell a Gift Certificate?

  15. How do I issue In-Store Credit?

  16. How can I see sales totals for my customers (like what they owe us, what we owe them, and what they've spent over time)?

  17. How do I create and use coupons?

  18. How do I use the Cash Drawer Counter?

  19. How do I add a country?

  20. How do I add a Tax Exception Reason?

  21. How do you create custom payment types?

  22. How do you print a large receipt for a transaction?

  23. How do you exchange a product for a customer?

  24. How do I use rounded payments?

  25. How do I see who took a payment?

  26. How do I change the customer in a transaction?

  27. How do I charge a purchase to Purchase on Account (accounts receivable)?

  28. How do I set up Purchase on Account for a customer (accounts receivable)?

  29. How do I close Purchase on Account for a customer (accounts receivable)?

  30. How do I post a payment to Purchase on Account (accounts receivable)?

  31. How do I send invoices for Purchase on Account (accounts receivable)?

  32. How do I handle Special Orders?

  33. How do I process a cash payment?

  34. How do I process a check payment?

  35. How do I process a custom payment type?

  36. How do I process an eCommerce payment?

  37. How do I process a financing payment?

  38. How do I process a gift certificate payment?

  39. How do I process a gift certificate payment?

  40. How do I process an in-store credit payment?

  41. How do I manually process a credit card, Trek Card, or gift card payment?

  42. How do I process credit or debit card payments using my Ingenico payment terminal?

  43. How do I process a Trek Card payment?

  44. How do I process a trade-in payment?

  45. How do I manage Discount Reasons?

  46. How do I discount items on a transaction?

Feedback and Knowledge Base

(thinking…)