Canceling, Holding, and Unholding Receipts in Simple View

Making a Sale | Edit/Delete Items | Locate a Receipt | Reversing a Receipt

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A sales receipt can be canceled or put on hold at any time before saving. Canceling/holding a sales receipt in Simple View has the same effect as canceling/holding a sales receipt in regular view. Refer to the topic Canceling/Holding a Receipt for more details.

To cancel a sales receipt:

1. In New Sales Receipt form of Simple View, click Cancel.

2. In the confirmation dialog, click Yes to discard the current receipt. The sales transaction of the receipt is canceled.

Or, click No to return to the current receipt and continue with the sales transaction.

To put a sales receipt on hold:

1. In the New Sales Receipt form of Simple View, click Hold. The current sales receipt is put on hold.

To take a sales receipt off hold:

1. From the New Sales Receipt form of Simple View, click Unhold. The held receipt will replace the new receipt form.

2. Complete the sales transaction by editing, saving, printing or canceling the receipt.

Notes:

- In Simple View, only one receipt can be placed on hold at a time. To place a second receipt on hold, you must first take the held receipt off hold and complete the sales transaction.

- While a sales receipt is on hold, you can view, print, or cancel it (subject to your security rights). Canceling a held receipt takes the receipt off hold and discards it.

Related Topics

Canceling/Holding a receipt in regular view

Making a Sale in Simple View

Edit/Delete items in Simple View