When checking a customer in 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 to launch the Check In window.
- 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.