Searching & Managing Open Purchases In Booking & Payments

Tapping “Search Sales” from any Admin Basket will bring up the purchase finder. By default this will show any purchases that need action for today. For example anything unpaid, part paid or overpaid. Your main role day to day is to balance any purchases sitting in this list. It’s good practice to regularly tap “search sales” and review the purchases shown.

  1. The Purchase list. Clicking on any purchase here will load that purchase into the current Admin Basket.
  2. Here you can filter the purchases shown to you. Shown at the moment are the default filters. Any time you re-open the purchase finder the default filters will be re-applied.
  3. Here you can choose a date or date range to look for purchases on.
  4. With these checkboxes, purchases can be filtered by their status or source. This is a good way to also look through recently paid purchases.

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