Returning to AR Account After POS Entry

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Overview

This document outlines how to double-check transactions and log payments in an Accounts Receivable account by navigating back to it following a sale in the Point of Sale system.

Prerequisites

  • Access to the Accounts Receivable section.
  • Access to the Point of Sale system.

Steps

Access the New Sale Screen

  • Start by clicking on "Sale" within the Accounts Receivable section.

Complete the Sale Entry

  • You'll be directed to the New Sale Screen. Enter all the necessary details for the sale.
  • Once you've finished entering the sale information, click "Submit" to record the transaction.

Return to the AR Account

  • To return to the AR account you were working with, scroll up on the page.
  • Expand the Account Manager: This will return you to the active account you're currently in.

Review Adjustments

  • To view any adjustments made or the details of the sale, click the "Refresh" button.

Troubleshooting

  • Ensure that you have the necessary permissions to access the Accounts Receivable and Point of Sale systems.
  • Verify that all sale details are entered correctly before submitting to avoid errors.