Overview - Entering Individual Transactions |
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Even with comprehensive rates definitions, you will probably enter most payments and deposits as individual transactions, as well as counter sales and the occasional special charge, credit, refund, etc. (See the Transaction Types section for a description of each type.)
Prompt-for-Details vs. Grid-Entry
There are two different ways transaction information might be entered, depending on the "Prompt for details when entering transactions" option setting in Maintenance / Program Options / Prompts. This option is selected by default, which means that whenever you click one of the transaction-type buttons, a dialog will open for entering the transactions. This is the most user-friendly method, and allows more information to be entered. The option to not use these prompts is really only there for backward-compatibility, since early users of the software may be used to the grid-entry method. The prompt-for-details method will be discussed here, but a section on the grid-entry method appears below for reference.
To enter an individual transaction, just click the appropriate transaction-type button to the left of the transaction table. As soon as you click the button, a dialog will appear with selections and/or fields for entering the data. These dialogs are detailed below.
Regardless of which method is used for entering transactions, you can edit or delete individual transactions in the grid. Just double-click on any cell in the grid to edit it, or click once to select the cell and start typing (what you type will immediately replace the current text). The only things you can't change are the Type (determined by the button you clicked) and the Total (calculated by the software). Those are shown in gray to indicate that they can't be edited.
Generally only the "new" transactions (those added during this dialog session) can be edited or deleted. The old transactions from previous dialog sessions can be edited or deleted only if you have Manager access or above.
Topics:
Charge, Discount and Credit Transactions
Payment and Deposit Transactions