Search for POS Invoice

Purpose:

Search for an existing invoice locally or in the main server

Usage:

1. If you know the transaction number, just enter it in the "Invoice Number" textbox on the main POS form and hit enter. Make sure the Search Invoice Button is red for searching locally or Green if searching in the main database. If the transaction is found, all the data will be displayed in the form. If the invoice number is not found, the system will prompt you to create a new one.

2. Click on the folder button to the right of the "Invoice Number" Textbox to open the POS Transactions Search Form.

3. Make sure you click on the Search Online/Offline button and the right selection is made in the "Saved/Posted" options. This will allow you to filter your records. The current Location comes by default but the user can search for transactions of other locations by selecting them in the dropdown box. Furthermore, Invoices can be filtered by a date range and several search options inside the "Search By:" dropdown list.

4. Once you see the transaction you would like to edit in the grid: Select that line and hit the "Select" button. All the data will be displayed in the form. If the invoice is posted, no changes can be made to it. However, the user has the option of Voiding the Invoice and/or reprinting the Receipt or a copy of the regular Invoice.