Reviewing a customer’s payments or invoices in Point of Sale

If a customer has a question or an issue with a payment or invoice, you can look up their information in the Point of Sale system as part of their transaction.

  1. To get started, click POS to launch the Point of Sale system.
  2. Click the Customer button.
  3. Enter the last name, first name or barcode number of the customer to find them in your database. Select the name in the search results and click OK.
  4. The customer will now be loaded into the Point of Sale. The customer’s account balance will be displayed.
  5. Click the Invoices/Payments button to open the Customer Account window.
  6. Here you can review their invoices and payments and make any adjustments necessary.
  7. Click Close to exit the Customer Account window.




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