Page Comparison

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Identifying Transaction(s)

For this Guide, we will be reviewing an example transaction that needs to be transferred for a Golf Shop purchase. 

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If the sales batch for this transaction is not posted yet, you can select Edit Invoice In POS to reopen the ticket in POS and settle it to the correct folio.

Edit Invoice in POS

Once Edit Invoice in POS is selected, the system will open the ticket. Select Close Ticket.

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You can now see a listing of all active folios.  Choose the correct folio to settle the transaction. In this example, we will select Michael Mathis’s folio. 

Please Note: For inactive folios from the past, you can use the Lookup Folio button to type in the folio number to settle this ticket. This is a separate permission that is usually reserved for managers only.

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