Migration Agent Default
Articles
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Opening the cash drawer without making a transaction
Once you’ve set the appropriate access level anyone with that access or above can open the cash drawer without conducting a transaction. Here is how to open the drawer through the Point of Sale. T...
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Voiding a customer’s payment
If you need to void out a payment a customer has made you can easily do so in the Customer Account window. To access the Customer Account window, find the customer in either the Data Entry or POS...
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Creating a Text Box in a Waiver Form
The text field is the main field you’ll be using to capture information in your digital waiver. Here we’ll look at the settings you’ll need to make to create a text field in a waiver form. To get ...
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Configuring the printer to always print receipts
If your cash drawer only opens by printing receipts, you can set the workstation up to automatically print receipts. Note that you will need to set up the receipt printer to be shared over your LAN...
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Printing a customer’s punch purchase history
If you need to print out your customer’s punch history you can easily do so on the customer profile’s Punch Card tab. Note that this option is only available for electronic scan cards. Look up th...
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Creating an unsubscribe message
If you are using the email system to send marketing messages, you will want to give your members the opportunity to unsubscribe from your emails. This is both good manners and in many cases require...
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Updating a Customer’s ACH Bank Draft Information
If a customer’s bank information changes you can easily update their ACH bank draft details in their customer profile. You can update their ACH bank draft information from several different places...
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Custom Report: Sales Place on Account
Report Description: Generates a report showing a list of items that are put on account, sorted by total value. Best used to see what items are being sold and put on account. Columns Displayed: I...
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Deleting an item from a transaction in Point of Sale
You can easily remove an item from a transaction at any time without losing the rest of the transaction. If you need to learn how to cancel an entire transaction, check out this article: Cancelling...
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Entering a payment on an open invoice
If a customer wishes to make a payment on an open invoice you can take care of that at POS. Select the customer in POS. Any open invoices will appear at POS. Check the invoice the customer wishes...
