When checking in a customer, you can review their invoice and payment history without leaving the Check In window, giving you the same ability to modify their information as in the Data Entry window.
- To get started, click Check In.
- Enter the name or barcode for the customer in the Lookup field.
- Once you’ve selected the customer their profile will display on the screen. Click the More button and select Invoice and Payments.
- This will open up the Customer Account window. You will now be able to review invoices and payments, add a late fee, issue credit and make edits as normal.
- Click Close to save.