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Client Close Process Guide

The document provides a step-by-step guide for closing a client in a POS system. It instructs users to enter various payment types and their client number, then navigate to the Report Navigator to access the client closing questions report. Users are advised to select the current date, location, and POS number while ensuring 'Show All Payments' is ticked.

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grace.williamson216
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2 views3 pages

Client Close Process Guide

The document provides a step-by-step guide for closing a client in a POS system. It instructs users to enter various payment types and their client number, then navigate to the Report Navigator to access the client closing questions report. Users are advised to select the current date, location, and POS number while ensuring 'Show All Payments' is ticked.

Uploaded by

grace.williamson216
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

Client close screenshot step by step

Select client close


Enter in any Cash, US Cash, Wireless payment, A/R, or TSP gift certificates that you
did on your POS. Note all credit, debit, stored value, and gift cards are integrated into the
system therefor you do not have to enter.
In Bag number, put your client number located in the top left corner. Then hit OK.

Select the Go menu in the top left and hit Report Navigator
Go to the client closing questions report. Select todays date, your location, your POS
number, and tick Show All Payments.

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