Finding and Printing Past Sales Receipts

Overview:

This article will outline step-by-step instructions for finding sales receipts using the recent transactions field as well as the Sales Report in the Sales module.

• Part One: Find and Print a Sales Receipt from Recent Transactions.
• Part Two: Find and Print a Sales Receipt from Reports Module.

Preconditions:

Preconditions are the necessary settings, permissions, and items created in your software to allow the feature to work.

• Access the Sales module
• Access to the Reports module and the Sales Report

Steps: Part One

Follow the below steps to Find and Print a Sales Receipt from Recent Transactions:

1. In the Sales module, find "Recent Transactions" on the upper right side of the screen.

2. Click on the blue Sale ID for the Sale you need the receipt for.

3. Within the pop-up window you can verify the receipt by clicking "View POS # Receipt". You can then select from the three Receipt Options at the bottom of the pop-up window to either print or email the receipt.

4. Print Receipt.

Steps: Part Two

Follow the below steps to find and print a receipt from the Reports module:

1. Go to the Reports module and select the Sales report.

2. Use the filters across the top of the report to narrow down the data and select "Run" to display the transactions that match your filters.

3. Locate the transaction you need and select "Edit(#)".

3. Within the pop-up window verify the receipt by selecting "View POS # Receipt" and then select from the three receipt options to either print or email the receipt.

4. Print Receipt.

For further assistance, please contact our Support Team at [e-mail] or 800-929-5737