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Editing Open Transactions
Editing Open Transactions
Jeff Hanrahan avatar
Written by Jeff Hanrahan
Updated over a week ago

After a transaction has been created, you can add information on the Notes, Job Info, and Status tabs.

  • Notes allows both internal notes and visible notes printed on receipts.

  • The Job Info tab provides a place to enter a description of the item and the scope of work, as well as options to print these details on the ticket.

  • The Status tab allows the status of a product to be updated. After clicking Add in the top right corner, enter the code for the item’s status, a date, and a description. Click save for the status to take effect.

By clicking More, you can access the client’s contact information and view or upload item images. Images can be uploaded to the app or captured through your device’s camera.

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