The “List of tickets” function provides a precise and exhaustive summary of all tickets that were created or cancelled. Thanks to this option, you can view the history or find a ticket to cash the last installment if it has not been completely paid yet. It is also possible to edit the type of payment. You can also print the ticket again.
The filters allow you to display the tickets you need to examine. There are many criteria you can use to sort these tickets and they can all be combined.
Below the “Display filters” box, you will find a table containing the list of all the tickets matching you sort criteria. In just one look, you can see the creation date, the name of the owner, the type of ticket, the status of the ticket, the amount, the number of points granted and what remains to be paid for each ticket. The column on the right also lets you know if the ticket was created for a walk-in customer.
You can click on each row of the table. You will be redirected to a page where you will find the details of the ticket. Instructions for the use of the screen as well as the possible actions will be described in the “How does it work?” section.
The first criteria is “Owner”. This is the name of the client who bought the product (subscription, drink, snack, apparel…) On the right, you will find a criteria entitled “Cashier” to sort items according to the person who cashed the transaction. You can also sort items by “Cash register” if you choose the cash register you need in the combo box. Finally, it is also possible to sort tickets according to their amounts.
You can sort tickets by date of drawer closing : you can choose a specific date or a larger time span using the “up to” field, to specify an end date.
It is also possible to choose tickets having a specific status (such as blank, open, partly paid, closed or closed but not paid) or being of a specific type (receipt, account credit, reservation, credit note, cancelled…).
By checking the “Advanced options” box, you can open an extra menu containing other criteria (creation date and drawer closing date).
Lastly, you can also show walk-in customer tickets only.
When you click on a row on a ticket, a new screen appears. It shows all the characteristics linked to a ticket. You can also edit tickets, depending on their type and status.
When you click on a closed ticket, you go to a page that is similar to this one. You can edit the date of the drawer closing it belongs to : as a result, you can attach it to an anterior drawer closing. However, you should be careful when doing this because the ticket will no longer be editable.
You can also edit the type of payment (in the “Distribution” part, at the bottom)) by clicking on the “pencil” icon. You will be able to choose another type of payment in the combo box.
Below the ticket, there are several buttons you can click on. You can print the ticket again if you click on “Print”. You can also make a credit note for the products you have sold by clicking on “Credit note”. You can also cancel this ticket thanks to the “Cancel” button. This will erase all the payments linked to this ticket and it will not appear in your turnover (if this is a sale). Cancel tickets only if there has been a mistake at the counter and if you want to correct it.
If the ticket belongs belong to a drawer closing that has already been processed, you can no longer edit it. You can only print it again.
For this type of ticket, you can only pay or print. To do one of these actions, click on the corresponding button. You can also cancel this tickets by clicking on “Cancel”. In this case, the ticket type will be changed to “Cancelled”.
You can cancel a blank ticket by clicking on “Cancel”. When you do a drawer closing, all the blanks tickets that were created during the considered period of time will be deleted automatically.
A ticket that is partly paid is a ticket that has not been completely paid. On this page, you can add a payment for this ticket or pay it completely. To do so, click on the “Payment” button. You will be redirected to the cash register interface to make the payment.
You can also edit the type of allocation by clicking on the “pencil” icon and selecting another means of payment. Don't forget to click on “Confirm” !
You can also cancel this ticket. However, keep in mind that all the payments that were made will be deleted.
You can also print this ticket again.
The ticket is closed because the sale was made but the payment was not received at that moment and it created a negative balance for the client's account. Please keep in mind that when the payment is made, the ticket will remain “closed but not paid”. However, you can still make a credit note, print or cancel the ticket.
If the ticket belongs to a drawer closing that has already been processed, no action can be done on this ticket. You can only print it again.
On these tickets, the actions that can be done depend on the status of the ticket. If it is “open” or “partly paid”, the “Payment” button will be available and you will be able to click on it to cash a payment. This is also the case for cancelling the ticket or for the creation of a credit note. These operations depend on the status of the ticket, too. In all cases, you will always be able to print a copy of the ticket.
The tickets that are “Cash register receipts” are linked to the turnover.
The account credit tickets are always closed tickets. You can edit the date of the drawer closing it belongs to only if it does not belong to a drawer closing that has already been processed. To edit the date, click on “Edit”.
When the ticket belongs to a drawer closing that has already been processed, you can only print it.
The Reservation tickets cannot be edited where they are “closed” or “closed but not paid”. However, if they are “open” or “partly paid”, you can cash a payment by clicking on the corresponding button. To cancel the ticket, you need to go to the Reservation Section.
These tickets are linked to the turnover of the club.
For these tickets, only the date of the drawer closing it belongs to can be edited. However, if the drawer closing has been processed, it is no longer editable and you can only print the ticket.
As long as the cash deposit is not part of a drawer closing that has already been processed, you can still edit the date of the drawer closing it belongs to. You can also edit the cash deposit by clicking on the “Cancel” button. The corresponding ticket can be printed, too.
Cash deposits are not part of the turnover of the club.
The Cancelled tickets can only be printed. This is tickets that were deleted. However, these tickets can still be seen and are not completely removed from the lists to avoid fraud. This is an efficient means of control if you have doubts or if an employees cancels a lot of payments made in cash for instance. These tickets do not appear in the drawer closing nor in the accounting records.
Credit notes that are closed can be cancelled. Moreover, if they belong to a drawer closing that has not been processed yet, you can still edit the date of the drawer closing and assign these tickets to another date (if it has not been processed). You can also print these tickets.
Refund tickets can be printed. They can also be cancelled if they do not belong to a processed drawer closing. In this case, you can also edit the drawer closing date of the ticket. Tickets are linked to the turnover.
