A customer would like to place an order through your store,
and use their credit card to make a $100 down payment.
At this point, you have created an unfinished sales transaction.
It will remain available in your incomplete sales list until you
are ready to accept full payment and Finish the transaction,
or until you are ready to add aditional activity to it.
- In the LinkEdge Browser App, switch to the Sell tab.
- Press the "Customer: (none)" button, and
specificy the correct customer.
- Locate the product item that you intend to sell. Either
- scan the product code,
- search your existing products list by name,
- define a new product with: [Home, My Business, Items,
- or locate a vendor that sells that item, and enter the
appropriate code in the Sell Window Search field.
- If you want to change the price, double-click the item to
Modify the $ amount.
- Press the Credit Card button. This will pop up the
"Payment Processing" dialog.
- Enter $100 in the "Amount Paid:" field.
- Mouse click on the field to the right of "Card Number:"
- Swipe the credit card through your reader. (The authorization
request will be automatically sent.)
- Press the Close button on the "Payment Processing"
- If you would like to give the customer a paper receipt,
right-mouse-click in the body (list of products and services)
of the Sell Window. When the resulting menu pops up, choose
- "Print Receipt" or
- "Preview Invoice" and then Print.
- Press the Close button in the Sell Window.
At a later time, you may locate this incomplete sale in several
ways. First bring up either
If you have a barcode for the sale (e.g. customer is able to hand
you a receipt), simply scan it with your bar code reader. Alternately,
you may search for the sale by typing the customer name into the
- a list of all sales [Home, My Business, Transactions, Sales]
- or a list of the Incomplete Sales (click on the "You
have X incomplete sales" alert on the tool ribbon)
Please notice that when searching by name you may use first name,
or last name, or both in the form "Last, First".