Point of sale transactions

To create a point of sale transaction

1. From the Point of sale page, select New.

2. Complete the fields and enter the quantity of the fee item.

3. (Optional) To add fee items:

   1. Select Add.

   2. Complete the fields and enter the quantity of the fee item.

4. Select Submit.

After you invoice a point of sale transaction, you can pay for the transaction. Before you can process a payment, however, you must start a cashier session. For information about managing cashier sessions, see Begin, continue, and end a cashier session.

To receive a payment for a point of sale transaction

1. From the Point of Sale page, find and open the desired point of sale transaction.

2. Select the Fee items tab.

3. Select the point of sale transaction you want to pay.

4. Select Pay.

5. Complete the form with available data. See Accounting page details for field descriptions.

6. If you are processing additional payments, select Pay more and repeat step 5.

   Note: The Pay More option lets you quickly record successive payments from different payees as well as payments from one payee who uses various payment methods.

7. After you receive all payments, select Submit.

8. Do one of the following:

   • To allocate a payment, see Payments .

   • If you do not want to allocate a payment at this time, select Cancel.

9. Do one of the following:

   • If prompted to generate a receipt of payment, mark the check box next to the payment you want and select Submit.

   • If you do not want to generate a receipt of payment, select Cancel.

You might need to view the status, the payment method, or the name of the cashier who completed a point of sale transaction.

To view a point of sale transaction

1. On the Point of Sale page, find and open the desired point of sale transaction.

2. Select the Transaction detail tab.