Invoices/Payments

Andy,

When looking at invoices (and payments) in POS History, it's sometimes difficult/annoying having to match up each invoice with each payment. Maybe put the invoice # on the payment screen also? or have it numbered in some way? Something to better keep track of which invoice goes with which payment.

Also, in Reports for sales you can filter by account but you cant fiter inventory by anything. Sorting inventory by vendor or account might be a useful feature. Or maybe an option to have the resulting list sorted by vendor? If I had excel installed then my problem would be fixed but it still might be nice...

-Josh

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Comments

8 comments
  • My first thought is... why are you needing to match invoices and payments in the POS History?

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  • Employees selecting visa instead of check and vice versa. On the subject, why is there no debit option?

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  • I see. With the integrated credit card processing, this doesn't happen :)

    Debit requires using a different XCharge application that needs to be installed on your network. When I integrated with XCharge, I chose the path that would be easiest and most trouble free for the gyms.

    I'll add support for that application eventually, it is just a low priority as most gyms don't use much in the way of debit cards.

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  • Agreed that integrated credit card processing will fix my problems. And I'm happy to hear that you're planning to add debit at some point. Are x-charge's debit fees very competitive?

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  • I would assume they are competitive... but I've never actually discussed the specifics with them.

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  • How far off do you think it will be to provide debit? We do a lot of debit sales. For gyms that have a CC terminal, is there a way to workaround selecting check instead of debit and sepperating it at a later time?

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  • It'll be probably 6-12 months before I integrate debit.

    But there is an easy workaround.

    Enable INTERAC in settings. This is the Canadian Debit system, and use that payment type to track your debit card payments with the external terminal.

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  • Oh... That will work wonderfully. Thanks!

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