PTAEZ Help Topics

PTAEZ Help articles

Editing receipts
1. Select Receipts/Write New Receipts 2. Find the receipt you desire to edit. Follow the instructions above for "Finding Receipts" 3. Edit the d...
Thu, Mar 26, 2020 at 1:41 PM
Open orders
Whenever a webstore purchase is made for an item that you are tracking inventory on, you will need to process those “Open Orders”. Processing Open Orders ca...
Thu, Mar 26, 2020 at 1:44 PM
Open orders when no name is on the received from line
Whenever a webstore purchase is made for an item that you are tracking inventory on AND you do not require that the purchaser login to their webstore accoun...
Thu, Mar 26, 2020 at 1:45 PM
Void receipt
1.      Select Receipt/Write New Receipt in the receipt menu 2.      At the bottom of the screen click on "Find Receipt” to search for receipt by rec...
Fri, Mar 27, 2020 at 8:51 AM
Unvoid a receipt
1.      Select Receipt/Write New Receipt in the receipt menu 2.      At the bottom of the screen click on "Find Receipt” to search for receipt by rece...
Fri, Mar 27, 2020 at 9:01 AM
Depositing
Upon collecting the money and receipting, the user would need to deposit the money into their bank.  The user would go into Receipts/Make Deposit and select...
Fri, Mar 27, 2020 at 9:26 AM
Quick deposits
  It is also possible to make a deposit without first writing a receipt by using Quick Deposit. 1.        Go to Receipts/Make Deposit 2.        Click Qui...
Fri, Mar 27, 2020 at 9:27 AM
Editing a quick deposit
You now have the ability to edit the income category on a quick deposit up until the point it has been reconciled. If the Quick Deposit has been reconciled ...
Fri, Mar 27, 2020 at 9:27 AM
Removing a deposit
There may be times when you miscalculate a deposit and/or mistakenly add a receipt to the deposit slip, this feature will allow you to undo the deposit and ...
Fri, Mar 27, 2020 at 9:28 AM
Finding a deposit
  To find a specific deposit, elect either the "previous" button to search through the most recent deposits or select the "Find" b...
Fri, Mar 27, 2020 at 9:33 AM