Invoice Utilities FAQ

How to detail a quick ticket?

To detail a quick ticket, go to Invoice Utilities and scan/enter the invoice# in the invoice field and press OK, or you may locate the invoice by using the customer search list. Highlight the invoice from the Invoice List and press the Update button at the bottom. Enter the details of the transaction and press the Done button when finished.

How to update a ticket?

To update an invoice to fix mistakes or change prices, and make notes etc., go to Invoice Utilities and scan/enter the invoice# in the invoice field and press OK, or you may locate the invoice by using the customer search list. Highlight the invoice from the Invoice List and press the Update button at the bottom. You may also access the invoice utilities function from checkout or checkin screen.

How to void a ticket?

To Void an invoice, select the invoice and press the VOID button. If the invoice is pre-paid, a refund will be issued, and then voided. Please note this function might be disabled depending on your security level.

 How to refund a ticket?

To refund an entire invoice, select the Refund button. The tender screen appears highlighting the amount due to the customer.  The original tender paid will be visible in the transaction list on the bottom left side of the screen. A message appears, “Are you sure to refund”, press YES to confirm. A reason box appears. Choose the refund reason.

To refund selected item(s) on an invoice, highlight the item(s) to be returned on the virtual invoice. Press the Refund button. The tender screen appears highlighting the amount due to the customer. The original tender paid will be visible in the transaction list on the bottom left side of the screen. A message appears, “Are you sure to refund”, press YES to confirm. A reason box appears. Choose the refund reason.

 How to restock an order?

If an invoice is accidentally checked out during the checkout process, use Invoice Utilities to locate the desired invoice and press the restock option.

 View Conveyor Location

To view the conveyor location of a selected invoice, go to Invoice Utilities, select the invoice and press the conveyor button. A window will pop up indicating the invoice number, description, quantity and location.

 View Transaction for selected invoice

To view the transaction of a selected invoice, go to Invoice Utilities, select the invoice and press the Trans List button. A window will pop up indicating the invoice number, debit/credit etc.

 How to make a pre-printed quick ticket?

Pre-printed quick tickets are ideal for stores that would like to serve the customer quickly and have no access to the system at the time of servicing. To make a pre-printed quick ticket, go to Misc. from the main menu and click the Print tab on the top. Enter the number of invoices to be printed and press the Print button. You may use the Invoice Utilities function to detail a pre-printed quick ticket. You must assign a customer to the pre-printed ticket.

 How to give a discount during the checkout process?

To give a discount during the checkout process, during checkout press the Payment button. To apply a discount, press the Coupon button in the Tender Screen under Payment Type. Enter the discount value, or select the coupon from the dropdown menu. Say OK to apply coupon. Please note, % discount is not allowed during checkout. If you need to make a % discount use Invoice Utilities and update the invoice with the desired discount.