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<title>Canceling, Holding, and Unholding Receipts in Simple View</title>
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<p class="Help-Heading-1">Canceling, Holding, and Unholding Receipts in Simple View</p>
<p class="InlineNormal"><a href="Making_a_Sale_in_Simple_View.htm">Making a Sale</a> <span class="hcp1">|</span> <a href="Edit_Delete_Items_in_Simple_View.htm">Edit/Delete Items</a> <span class="hcp1">|</span> <a href="Locate_a_Receipt_in_Simple_View.htm">Locate a Receipt</a> <span class="hcp1">|</span> <a href="Reversing_a_Receipt_in_Simple_View.htm">Reversing a Receipt</a></p>
<p class="Help-Text">Topic Hidden</p>
<p class="Help-Text">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 <a href="../qbpos_basic_procedures/basic_holding_a_document.htm">Canceling/Holding a Receipt</a> for more details.</p>
<p class="Help-Info-Line">To cancel a sales receipt:</p>
<ol start="1" style="list-style: decimal; margin-top: 0in;">
<li class="p-Help-Steps">
<p class="Help-Steps">In <b class="hcp2">New Sales Receipt</b> form of Simple View, click <b>Cancel</b>.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">In the confirmation dialog, click <span class="GramE"><b>Yes</b></span> to discard the current receipt. The sales transaction of the receipt is canceled.</p>
</li>
</ol>
<p class="Help-Indent">Or, click <b>No</b> to return to the current receipt and continue with the sales transaction.</p>
<p class="Help-Info-Line"><b class="hcp3"><i style="font-style: italic;">To put a sales receipt on hold:</i></b></p>
<ol start="1" class="hcp4">
<li class="p-Help-Steps">
<p class="Help-Steps">In the <b>New Sales Receipt</b> form of Simple View, click <b>Hold</b>. The current sales receipt is put on hold.</p>
</li>
</ol>
<p class="Help-Info-Line">To take a sales receipt off hold:</p>
<ol start="1" class="hcp4">
<li class="p-Help-Steps">
<p class="Help-Steps">From the <b class="hcp2">New Sales Receipt</b> form of Simple View, click <b>Unhold</b>. The held receipt will replace the new receipt form.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Complete the sales transaction by editing, saving, printing or canceling the receipt.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2"><b class="hcp3">Notes</b>:</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">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.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">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.</p>
</li>
</ul>
<p class="Help-Steps">&#160;</p>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="InlineNormal"><a href="../qbpos_basic_procedures/basic_holding_a_document.htm">Canceling/Holding a receipt in regular view</a></p>
<p class="InlineNormal"><a href="Making_a_Sale_in_Simple_View.htm">Making a Sale in Simple View</a></p>
<p class="InlineNormal"><a href="Edit_Delete_Items_in_Simple_View.htm">Edit/Delete items in Simple View</a></p>
</body>
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<title>Credit Card Returns in Simple View</title>
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<p class="Help-Heading-1">Credit Card Returns in Simple View</p>
<p class="Help-Main-Topic-Links"><a href="Returning_Items_in_Simple_View.htm">Returning Items</a> <span style="color: #c0c0c0;">|</span> <a href="Gift_Card_Returns_Simple_View.htm">Gift Card Returns</a> <span style="font-weight: bold;"><a href="../qbpos_secadmin/secadminoverview.htm"><img src="../image/key_icon.gif" alt="Your access to the program area to which this topic applies may be restricted. See your store manager or click the key icon to learn more about the security features in Point of Sale." title="Your access to the program area to which this topic applies may be restricted. See your store manager or click the key icon to learn more about the security features in Point of Sale." style="border: none;" width="18" height="17" align="right" border="0"></a></span></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">If a previous credit card transaction has already been settled with the concerned bank, you should issue a credit refund to the customer by making a return receipt.</p>
<p class="Help-Info-Line">To make a credit card return:</p>
<ol start="1" style="list-style: decimal;">
<li class="p-Help-Steps">
<p class="Help-Steps">Follow the basic return procedure adding items to a return receipt. For more information, see <a href="Returning_Items_in_Simple_View.htm">Returning Items in Simple View</a>.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">In the <b style="font-weight: normal;">Payments</b> area, click <b>Give Change</b> and select <b>Credit Card</b> from the menu. The Credit Card dialog opens.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Swipe the customers credit card, or manually enter the credit card number, expiration date and the customers ZIP Code.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Update, print the receipt, and have the customer sign the merchant copy.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">If the customer is returning all the items on the original receipt, you can also <a href="Reversing_a_Receipt_in_Simple_View.htm">reverse</a> the original receipt. Reversing the receipt is typically done when the customer is not present to swipe their card or to get a signature for a return receipt.</p>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="Returning_Items_in_Simple_View.htm">Returning Items in Simple View</a></p>
<p class="Help-Text"><a href="Taking_Payments_Giving_Change_in_Simple_View.htm">Taking Payments/Giving Change in Simple View</a></p>
<p class="Help-Text">&#160;</p>
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<p class="Help-Heading-1">Customers in Simple View</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">If the company preference to track customer is enabled, basic customer functionality is supported in Simple View, including:</p>
<ul class="hcp1">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">The ability to list the customer on the receipt</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Applying customer discounts and price levels</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Using customer charge accounts</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Giving customer loyalty rewards</p>
</li>
</ul>
<p class="Help-Text">Selling items from customer orders</p>
<ul class="hcp1">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Quick-adding a customer to your Customer List while making a sale (see below)</p>
</li>
</ul>
<p class="Help-Info-Line">To list an existing customer in Simple View:</p>
<ol class="hcp2">
<li class="p-Help-Steps">
<p class="Help-Steps">In the <font style="font-weight: bold;">Customer</font> field, begin typing customer information (last name is suggested, but you can also type first name, phone number, company name, or a search keyword).</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Press <span class="hcp3">Enter</span>.</p>
</li>
</ol>
<p class="Help-Text">&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;<img src="../image/SimpleView/simpleview_cust.gif" alt="Simple View CUstomer Field" title="Simple View CUstomer Field" width="360" height="76" border="0" class="hcp4"></p>
<ol start="3" class="hcp2">
<li class="p-Help-Steps">
<p class="Help-Steps">Select the correct name from the displayed list of customers matching your entry.</p>
</li>
</ol>
<p class="Help-Text">Alternatively, select the down arrow to the right of the customer field to display your entire customer list. Scroll through the list to locate the customer name.</p>
<p class="Help-Text">Discounts, tax handling, and other customer-specific sales information is automatically suggested or applied to the receipt.</p>
<p class="Help-Info-Line">To QuickAdd a new customer in Simple View:</p>
<ol class="hcp2">
<li class="p-Help-Steps">
<p class="Help-Steps">Click <span class="hcp3">Add Cust</span> from the left side of the Simple View screen. The New Customer window is opened.</p>
</li>
</ol>
<p class="Help-Steps">&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;<img src="../image/SimpleView/simpleview_quickadd_cust.gif" alt="QuickAdd Customer" title="QuickAdd Customer" width="280" height="215" border="0" class="hcp4"></p>
<ol start="2" class="hcp2">
<li class="p-Help-Steps">
<p class="Help-Steps">Enter basic customer information. <span class="hcp3">Last Name</span> is required.</p>
</li>
</ol>
<ol start="3" class="hcp2">
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp3">Save and Select</span>.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Complete the sale normally.</p>
</li>
</ol>
<p class="Help-Text">You can add additional information for the customer later by editing the customer record.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul class="hcp1">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Not all customer information is displayed on a Simple View receipt. For example, the customer's address, charge account information, reward information, and check acceptance status are not displayed. However, you will be notified if a credit limit is exceeded, if checks are not accepted, or if a reward is available for the customer.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">The integrated shipping features are not available from the Simple View receipt screen, although you can record a shipping amount.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text">Customer Overview</p>
<p class="Help-Text">&#160;</p>
</body>
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<script type="text/javascript" src="../ehlpdhtm.js"></script>
<p class="Help-Heading-1" style="font-size: 12pt; font-family: Arial, sans-serif;"><b style="font-weight: bold;">Discounting Sales Prices in Simple View</b></p>
<p class="Help-Main-Topic-Links"><a href="Making_a_Sale_in_Simple_View.htm">Making a Sale</a> <span class="hcp1">|</span> <a href="Edit_Delete_Items_in_Simple_View.htm">Edit/Delete Items</a> <span class="hcp1">|</span> <a href="Taking_Payments_Giving_Change_in_Simple_View.htm">Taking Payments /Giving Change</a> <span class="hcp2"><a href="../qbpos_secadmin/secadminoverview.htm"><img src="../image/key_icon.gif" alt="Your access to the program area to which this topic applies may be restricted. See your store manager or click the key icon to learn more about the security features in Point of Sale." title="Your access to the program area to which this topic applies may be restricted. See your store manager or click the key icon to learn more about the security features in Point of Sale." width="18" height="17" align="right" border="0" class="hcp3"></a></span></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Simple View supports the following types of discounts:</p>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" name="qbdata_midtopic_sr_3000" id="a3">Manual item discounts <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp3"></a></p>
<div class="droptext" id="POPUP301090478" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp4">
<col style="width: 100%;">
<tr class="hcp5">
<td style="width:100%;" class="hcp6">
<p class="Help-Text">A manual item discount applies to a specific item being sold. Manual discounts are always given against the active price level for the item.</p>
<p class="Help-Info-Line">To manually discount an item:</p>
<ol start="1" class="hcp7">
<li class="p-Help-Steps">
<p class="Help-Steps">On the <b class="hcp8">New Sales Receipt</b> form of Simple View, highlight the item to be discounted in the item list.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Click <b>Edit Item</b>. The <b class="hcp8">Edit Item</b> dialog opens.</p>
</li>
</ol>
<p class="InlineNormal5"><img src="../image/SimpleView/manual_discount.gif" alt="Simple View: Manual Discount" width="300" height="203" border="0" class="hcp9"></p>
<p class="InlineNormal9">&#160;</p>
<ol start="3" class="hcp7">
<li class="p-Help-Steps">
<p class="Help-Steps">Apply a discount to the item price in any of the following ways:</p>
</li>
</ol>
<ul style="list-style: disc;">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">To discount price to a specific amount, enter the new amount in the <b>Price</b> field.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">To discount price by a specific percentage, enter the percentage in the <b>Disc. %</b> field.</p>
</li>
</ul>
<ol start="4" class="hcp7">
<li class="p-Help-Steps">
<p class="Help-Steps">Specify a <b>Disc. Reason</b> if required or desired, from the drop-down list of available reasons.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Click <b>OK</b> to close the <b class="hcp8">Edit Item</b> dialog and return to the receipt.</p>
</li>
</ol>
</td>
</tr>
</table>
<p class="Help-Text">&#160;</p>
</div>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">Customer Discounts and Price Levels <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp3"></a></p>
<div class="droptext" id="POPUP299757023" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp4">
<col style="width: 100%;">
<tr class="hcp5">
<td style="width:100%;" class="hcp6">
<p>Customer discounts and price levels, if defined on the customer record, are automatically suggested when making a sale to the customer.</p>
<p><a href="../qbpos_customers/cust907.htm">Learn more</a>.</p>
<p>&#160;</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a5">Customer Rewards <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp3"></a></p>
<div class="droptext" id="POPUP253200451" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp4">
<col style="width: 100%;">
<tr class="hcp5">
<td style="width:100%;" class="hcp6">
<p>Customer rewards can be applied to eligible sales in Simple View. The process is the same as in the receipt regular view.</p>
<p>Add the customer to the receipt and when you select a payment method you are prompted to apply an available reward.</p>
<p>&#160;</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" name="qbdata_midtopic_sr_30002" id="a2">Global discount (to entire sale) <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp3"></a></p>
<div class="droptext" id="POPUP300251488" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp4">
<col style="width: 100%;">
<tr class="hcp5">
<td style="width:100%;" class="hcp6">
<p class="Help-Text">A global discount is applied to the subtotal, rather than to individual items. Global discounts are not "spread" across the items on the document.</p>
<p class="Help-Heading-2">Exception:</p>
<p class="Help-Bulleted">For tax calculation purposes, global discounts do reduce the individual item prices.</p>
<p class="Help-Info-Line">To give a global discount:</p>
<ol start="1" class="hcp7">
<li class="p-Help-Steps">
<p class="Help-Steps">In <b>New Sales Receipt</b> form of Simple View, click <b>Give Discnt.</b> The <b>Discount%</b> dialog opens.</p>
<p class="InlineNormal5"><img src="../image/SimpleView/global_discount.gif" alt="Simple View: Global discount" width="116" height="204" border="0" class="hcp9"></p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Enter a discount percentage in the <b>Discount %</b> field, and click <b>Enter</b>. Point of Sale automatically calculates and enters a value in the <b>&#160;Price-Total</b> field.</p>
</li>
</ol>
</td>
</tr>
</table>
<p class="Help-Text">&#160;</p>
<p class="help-text">&#160;</p>
</div>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a4">Automatic Discounts and Coupons <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp3"></a></p>
<div class="droptext" id="POPUP299722912" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp4">
<col style="width: 100%;">
<tr class="hcp5">
<td style="width:100%;" class="hcp6">
<p>Automatic discounts and coupons are applied in Simple View in the same way they are applied in the regular receipt view, though it may not be apparent in the receipt item list.</p>
<p>To confirm that a discount or coupon has been applied, highlight the item and then select <span class="hcp2">Edit Item</span>. The discount percentage and discount name are displayed in the Edit Item window.</p>
<p>&#160;</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="help-text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="InlineNormal"><a href="../qbpos_company_preferences/sysprefs05.htm">Company Preferences: Pricing</a></p>
<p class="InlineNormal"><a href="../qbpos_inventory/pro_tip_using_margin_to_update_prices.htm">Using Markdown Price Levels</a></p>
<p class="inlinenormal">&#160;</p>
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<p class="Help-Heading-1" style="font-size: 12pt;">Edit / Delete Items in Simple View</p>
<p class="Help-Main-Topic-Links"><a href="Receipt_Elements_in_Simple_View.htm">Receipt Elements</a> <span class="hcp1">|</span> <a href="Making_a_Sale_in_Simple_View.htm">Making a Sale</a> <span class="hcp1">|</span> <a href="Discounting_Sales_Prices_in_Simple_View.htm">Discounting Sales Prices</a> <span style="font-weight: bold;"><a href="../qbpos_secadmin/secadminoverview.htm"><img src="../image/key_icon.gif" alt="Your access to the program area to which this topic applies may be restricted. See your store manager or click the key icon to learn more about the security features in Point of Sale." title="Your access to the program area to which this topic applies may be restricted. See your store manager or click the key icon to learn more about the security features in Point of Sale." style="border: none;" width="18" height="17" align="right" border="0"></a></span></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">You can edit a sales receipt by editing or deleing items listed in it.</p>
<p class="Help-Info-Line">To edit an item:</p>
<ol start="1" class="hcp2">
<li class="p-Help-Steps">
<p class="Help-Steps">In <b>New Sales Receipt</b> form of Simple View, select an item in the <b>Item List</b> area.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Click <b>Edit Item</b> to open the <b>Edit Item</b> dialog.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Edit the <b>Item Name</b>, <b>Item Description</b>, <b>Quantity</b>, <b>Price</b> and <b>Disc</b>ount <b>%</b> fields for the selected item. Also, select Unit of Measure and the reason for discount from <b>UOM</b> and <b>Disc. Reason</b> drop-down lists respectively.</p>
</li>
</ol>
<ul>
<li class="p-Help-Bulleted" style="list-style: disc;">
<p class="Help-Bulleted">To marks selected item as <a href="Returning_Items_in_Simple_View.htm">return item</a>, enter a negative value in the <b>Quantity</b> field.</p>
</li>
<li class="p-Help-Bulleted" style="list-style: disc;">
<p class="Help-Bulleted"><span style="font-size: 10.0pt; font-family: 'Trebuchet MS';">The edited item details are available only in the current sales receipt, and are not reflected in the <b>Item List</b> of Point of Sale <b>Inventory</b>.</span></p>
</li>
</ul>
<ol start="4" class="hcp2">
<li class="p-Help-Steps">
<p class="Help-Steps">Click <b>OK</b> to close the dialog and return to the sales receipt form. The edited item details appear in the <b>Item List</b> area.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Repeat Step 1 to 4 to edit other items in the sales receipt.</p>
</li>
</ol>
<p class="Help-Info-Line">&#160;</p>
<p class="Help-Info-Line">To delete an item:</p>
<ol start="1" class="hcp2">
<li class="p-Help-Steps">
<p class="Help-Steps">In New Sales Receipt form of Simple View, select an item in the <b>Item List</b> area.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Click <b>Delete Item</b> to delete selected item from the sales receipt.</p>
</li>
</ol>
<p class="Help-Steps">&#160;</p>
<p class="Help-Heading-2"><b style="font-weight: bold;">Note</b>:</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="font-size: 10.0pt; font-family: 'Trebuchet MS'; margin-left: -20px;">
<p class="Help-Bulleted" style="font-size: 10.0pt; font-family: 'Trebuchet MS';">An item deleted from a sales receipt is still available in your <a href="../qbpos_inventory/invenvoverview.htm"><b style="font-weight: normal;">inventory</b></a>. You can add this item to another sales receipt.</p>
</li>
</ul>
<p class="InlineNormal1">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="InlineNormal1"><a href="../qbpos_inventory/invenvoverview.htm">Inventory Overview</a></p>
<p class="InlineNormal1"><a href="../qbpos_fields/fields02.htm">Item Information Fields</a></p>
<p class="InlineNormal1"><a href="Receipt_Elements_in_Simple_View.htm">Receipt Elements in Simple View</a></p>
<p class="InlineNormal1"><a href="Taking_Payments_Giving_Change_in_Simple_View.htm">Taking Payments /Giving Change</a></p>
<p class="InlineNormal1">&#160;</p>
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<p class="Help-Heading-1">Gift Card Returns in Simple View</p>
<p class="Help-Main-Topic-Links"><a href="Returning_Items_in_Simple_View.htm">Returning Items</a> <span style="color: #c0c0c0;">|</span> <a href="Credit_Card_Returns_in_Simple_View.htm">Credit Card Returns</a> <span class="hcp1"><a href="../qbpos_secadmin/secadminoverview.htm"><img src="../image/key_icon.gif" alt="Your access to the program area to which this topic applies may be restricted. See your store manager or click the key icon to learn more about the security features in Point of Sale." title="Your access to the program area to which this topic applies may be restricted. See your store manager or click the key icon to learn more about the security features in Point of Sale." style="border: none;" width="18" height="17" align="right" border="0"></a></span></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">You can refund amounts for returned merchandise to a gift card. The refunded amount is added to the gift card balance (if you are using the <a href="../qbpos_gift_card_service/giftcard_oview.htm">QuickBooks POS Gift Card Service</a>).</p>
<p class="Help-Info-Line">To make gift card return:</p>
<ol start="1" class="hcp2">
<li class="p-Help-Steps">
<p class="Help-Steps">Follow the basic return procedure for adding items to a return receipt. For more information, see <a href="Returning_Items_in_Simple_View.htm">Returning Items in Simple View</a>.</p>
</li>
</ol>
<ol start="2" class="hcp2">
<li class="p-Help-Steps">
<p class="Help-Steps">In the <b>Payments</b> area, click <b>Give Change</b> and select <b>Gift Card</b> from the menu. The <span class="hcp1">Gift Card dialog</span> opens.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Swipe the gift card, or manually enter the card number.</p>
</li>
</ol>
<p class="Help-Indent">Point of Sale connects to the gift card service servers and updates the card balance.</p>
<ol start="4" class="hcp2">
<li class="p-Help-Steps">
<p class="Help-Steps">Click <b>Save and Print</b> to save and print the return receipt.</p>
</li>
</ol>
<p class="InlineNormal1">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="InlineNormal1"><a href="Returning_Items_in_Simple_View.htm">Returning Items in Simple View</a></p>
<p class="InlineNormal1"><a href="Taking_Payments_Giving_Change_in_Simple_View.htm">Taking Payments/Giving Change in Simple View</a></p>
<p>&#160;</p>
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<p class="Help-Heading-1">Introduction to Simple View</p>
<p class="Help-Main-Topic-Links"><a href="Working_with_Touchscreen_Monitor_and_Virtual_Keyboard.htm">Working with Touchscreen</a> <span style="color: #c0c0c0;">|</span> <a href="Receipt_Elements_in_Simple_View.htm">Receipt Elements in Simple View</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Point of Sale provides you with <b>Simple View</b>, a simplified version of the <b style="font-weight: normal;">regular</b> sales receipt form.</p>
<p class="Help-Text">Shown here is an example of the Simple View receipt form:</p>
<p class="InlineNormal"><img src="../image/SimpleView/simple_view_receipt_form.gif" alt="Simple View: New Sales Receipt form" title="Simple View: New Sales Receipt form" style="border: none; margin-left: 10px; margin-right: 10px; margin-top: 10px; margin-bottom: 10px;" width="602" height="452" border="0"></p>
<p class="Help-Info-Line">Using Simple View, you can perform most day-to-day sales tasks:</p>
<ul class="hcp1">
<li class="p-Help-Bulleted">
<p class="Help-Bulleted"><a href="Making_a_Sale_in_Simple_View.htm">Ringing up a sale</a></p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted"><a href="Taking_Payments_Giving_Change_in_Simple_View.htm">Taking payments</a></p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted"><a href="Discounting_Sales_Prices_in_Simple_View.htm">Giving discounts</a></p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted"><a href="Returning_Items_in_Simple_View.htm">Returning Items</a> or <a href="Merchandise_Exchange_in_Simple_View.htm">exchanging Items</a></p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted"><a href="Sell_a_Gift_Card_in_Simple_View.htm">Selling gift cards</a> and <a href="Sell_a_Gift_Certificate_in_Simple_View.htm">gift certificates</a></p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted">Offer customer options, such as <a href="../qbpos_customers/cust911.htm">charge accounts</a> and <a href="../qbpos_customers/cust_rewards_oview.htm">rewards program</a> (<a href="Customers_in_Simple_View.htm">Learn more</a>)</p>
</li>
</ul>
<p class="Help-Text">Refer to <a href="Receipt_Elements_in_Simple_View.htm">Receipt Elements in Simple View</a> to understand the usage of the Simple View screen.</p>
<p class="Help-Text">Simple View also supports a touchscreen monitor. Refer to the topic <a href="Working_with_Touchscreen_Monitor_and_Virtual_Keyboard.htm">Working with Touchscreen Monitor and Virtual Keyboard</a> for details.</p>
<p class="Help-Info-Line"><a name="Switch between regular view and Simple View"></a>To switch between regular view and Simple View:</p>
<ul class="hcp1">
<li class="p-Help-Bulleted">
<p class="Help-Bulleted">If you are using regular view and want to switch to Simple View, click <b>Switch to Simple View</b> on the New Sales Receipt toolbar in regular view.</p>
</li>
</ul>
<p class="InlineNormal5" style="margin-left: 43px;"><img src="../image/SimpleView/switch_to_simple_view.gif" alt="regular view: Switch to Simple View" title="regular view: Switch to Simple View" style="border: Solid 1px #000000; margin-left: 0px; margin-right: 0px; margin-top: 0px; margin-bottom: 0px;" width="400" height="75" border="1"></p>
<ul class="hcp1">
<li class="p-Help-Bulleted">
<p class="Help-Bulleted">If you are using Simple View and want to switch to regular view, click <b>Switch View</b> in the top-left corner of New Sales Receipt form in Simple View.</p>
</li>
</ul>
<p class="InlineNormal11" style="margin-left: 43px;"><img src="../image/SimpleView/switch_to_classic_view.gif" alt="Simple View: Switch to regular view" title="Simple View: Switch to regular view" style="border: Solid 1px #000000;" width="300" height="65" border="1"></p>
<p class="InlineNormal7">&#160;</p>
<p class="Help-Text"><a href="Introduction_to_Simple_View.htm">Return to top</a></p>
<p class="help-text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="InlineNormal"><a href="Receipt_Elements_in_Simple_View.htm">Receipt Elements in Simple View</a></p>
<p class="InlineNormal2"><a href="Working_with_Touchscreen_Monitor_and_Virtual_Keyboard.htm">Working with Touchscreen Monitor and Virtual Keyboard in Simple View</a></p>
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<p class="Help-Heading-1" style="font-size: 12pt;">Locate a Receipt in Simple View</p>
<p class="Help-Main-Topic-Links"><a href="Making_a_Sale_in_Simple_View.htm">Making a Sale</a> <span class="hcp1">|</span> <a href="Canceling_Holding_a_Receipt_in_Simple_View.htm">Canceling/Holding a Receipt</a> <span class="hcp1">|</span> <a href="Reversing_a_Receipt_in_Simple_View.htm">Reversing a Receipt</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Saved sales receipts are stored in your sales history. From Simple View, you can scroll through the receipts in sales history to view, print, or reverse them.</p>
<p class="Help-Info-Line">To locate a saved sales receipt:</p>
<ol start="1" class="hcp2">
<li class="p-Help-Steps">
<p class="Help-Steps">If you have a receipt in progress, complete, cancel, or <a href="Canceling_Holding_a_Receipt_in_Simple_View.htm">hold</a> it.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">From the <b style="font-weight: normal;">New Sales Receipt</b> form of Simple View, click <b>Last Receipt</b>.</p>
</li>
</ol>
<p class="Help-Indent">Simple View switches to Sales History mode and the last saved sales receipt in your sales history is displayed. You can now scroll through your saved receipts:</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted">
<p class="Help-Bulleted">Click <span class="SpellE"><b>Prev</b></span> <b>Receipt</b> and see the previous sales receipt.</p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted">Click <b>Next Receipt</b> to see the next sales receipt.</p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted">Click <b>Print Receipt</b>. to print the currently displayed receipt.</p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted">Click <span class="hcp3">Reverse Receipt</span> to reverse the sale.</p>
</li>
</ul>
<ol start="3" class="hcp2">
<li class="p-Help-Steps">
<p class="Help-Steps">To return from the sales history mode, click <span class="hcp3">New Receipt</span>.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="InlineNormal1"><a href="../qbpos_basic_procedures/navigation_find/basic_find_recpt.htm">Locating a receipt in sales history in regular view</a></p>
<p class="InlineNormal1"><a href="../qbpos_basic_procedures/basic248.htm">History documents</a></p>
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<p class="Help-Heading-1" style="font-size: 12pt;">Making a Sale in Simple View</p>
<p class="Help-Main-Topic-Links"><a href="Taking_Payments_Giving_Change_in_Simple_View.htm">Taking Payments /Giving Change</a> <span class="hcp1">|</span> <a href="Edit_Delete_Items_in_Simple_View.htm">Edit/Delete Items</a> <span class="hcp1">| <a href="Discounting_Sales_Prices_in_Simple_View.htm">Discounting Sales Prices</a> | <a href="../qbpos_recording_sales_and_returns/receipt1005.htm">Making a Sale in regular view</a></span></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Making a sale in Simple View is similar to <a href="../qbpos_recording_sales_and_returns/receipt1005.htm">making a sale in regular view</a> of the sales receipt form. To make a sale, you create a new sales receipt in Simple View, and record the sales transaction you perform.</p>
<p class="Help-Info-Line">To make a sale:</p>
<ol start="1" class="hcp2">
<li class="p-Help-Steps">
<p class="Help-Steps">Select <b>New Sales Receipt</b> or <b>Make a Sale</b> (<a href="javascript:BSSCPopup('../qbpos_recording_sales_and_returns/receipt1002.htm');" id="a7">where is it?</a>) to open a blank receipt form.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">(optional) If in Classic View, click <b>Switch to Simple View</b> to open the Simple View.</p>
</li>
</ol>
<ol start="3" class="hcp2">
<li class="p-Help-Steps">
<p class="Help-Steps">In the <b>&lt;Type/Scan item info here&gt;</b> drop-down list, enter item information to add an item being sold. <a class="dropspot" href="javascript:TextPopup(this)" id="a3"><img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp3"></a></p>
<div class="droptext" id="POPUP272838525" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp4">
<col style="width: 100%;">
<tr class="hcp5">
<td style="width:100%;" class="hcp6">
<p class="Help-Steps">Enter items by any of these methods:</p>
<ul class="hcp7">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Scan the bar code from the item tag</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Tap and hold the <b>&lt;Type/Scan item info here&gt;</b> drop-down list to open a <a href="Working_with_Touchscreen_Monitor_and_Virtual_Keyboard.htm">virtual Keyboard</a>, or use the regular keyboard and mouse to enter the item information using any of the following methods:</p>
</li>
</ul>
<ul class="hcp8">
<li class="p-Help-Indent">
<p class="Help-Indent">Type the item's <a class="dropspot" href="javascript:TextPopup(this)" id="a1">UPC</a>, <a class="dropspot" href="javascript:TextPopup(this)" id="a4">alternate lookup value</a>, or item number in the drop-down list and press <b>&lt;Enter&gt;</b>.</p>
<div class="droptext" id="POPUP272300718" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp4">
<col style="width: 100%;">
<tr class="hcp5">
<td style="width:100%;" class="hcp6">
<p class="Help-Text">Alternate search keywords that can be used to look up items, e.g. manufacturer, category, model etc.</p>
</td>
</tr>
</table>
<p class="Help-Text">&#160;</p>
</div>
<div class="droptext" id="POPUP271928232" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp4">
<col style="width: 100%;">
<tr class="hcp5">
<td style="width:100%;" class="hcp6">
<p class="Help-Text">A number printed below the items barcode.</p>
</td>
</tr>
</table>
<p class="Help-Text">&#160;</p>
</div></li>
<li class="p-Help-Indent">
<p class="Help-Indent">Type the first few letters of the item's description in the drop-down list. The list of all matching items is displayed in the expanded drop-down list, with the closest match highlighted. Select an item in the list (keyboard users, press the down arrow key to scroll to an item, and then <b><i>&lt;Enter&gt;</i></b> to select).</p>
</li>
</ul>
<p class="Help-Steps">The selected item details are listed in the Item fields area.</p>
</td>
</tr>
</table>
<p class="Help-Indent" style="margin-left: 0px;">&#160;</p>
</div>
<p class="Help-Steps">Enter items by any of these methods:</p>
<ul class="hcp7">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Scan the bar code from the item tag</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Tap and hold the <b>&lt;Type/Scan item info here&gt;</b> drop-down list to open a <a href="Working_with_Touchscreen_Monitor_and_Virtual_Keyboard.htm">virtual Keyboard</a>. Alternatively, use the regular keyboard and mouse to enter the item information using any of the following methods:</p>
</li>
</ul>
<ul class="hcp8">
<li class="p-Help-Indent">
<p class="Help-Indent">Type the <a class="dropspot" href="javascript:TextPopup(this)" id="a5">UPC</a>, <a class="dropspot" href="javascript:TextPopup(this)" id="a6">alternate lookup value</a>, or item number of the item in the drop-down list and press <b>&lt;Enter&gt;</b>.</p>
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<td style="width:100%;" class="hcp6">
<p class="Help-Text">Alternate search keywords that can be used to look up items, e.g. manufacturer, category, model etc.</p>
</td>
</tr>
</table>
<p class="Help-Text">&#160;</p>
</div>
<div class="droptext" id="POPUP249850152" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp4">
<col style="width: 100%;">
<tr class="hcp5">
<td style="width:100%;" class="hcp6">
<p class="Help-Text">A number printed below the items barcode.</p>
</td>
</tr>
</table>
<p class="Help-Text">&#160;</p>
</div></li>
<li class="p-Help-Indent">
<p class="Help-Indent">Type first few letters of the item description in the drop-down list. The list of all matching items is displayed in the expanded drop-down list, with the closest match highlighted. Select an item in the list (keyboard users, press the down arrow key to scroll to an item, and then press &#160;<b><i>&lt;Enter&gt;</i></b> to select).</p>
</li>
</ul>
<p class="Help-Steps">The selected item details are listed in the <a href="Receipt_Elements_in_Simple_View.htm#Item List area fields">Item List</a> area.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">(Optional) Select an item listed in the Item fields and click <b>Edit Item,</b> to edit the items details if necessary. You can edit an item to change quantity, change price, give discounts, make a return, correct receipt etc<span class="GramE">..</span> See <a href="Edit_Delete_Items_in_Simple_View.htm">Edit an Item in Simple View</a> for more details.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Repeat until all items are listed.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">(Optional) In the <b>Discount%</b> field, enter a <a class="dropspot" href="javascript:TextPopup(this)" id="a2">global discount</a> (in percent) and then <b><i>&lt;Enter&gt;</i></b>. The discount you enter is applied on the total receipt amount, and <b>Regular Price-Total</b> field displays the discounted price.</p>
<div class="droptext" id="POPUP249649989" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp4">
<col style="width: 100%;">
<tr class="hcp5">
<td style="width:100%;" class="hcp6">
<p class="Help-Text">A global discount is applied to the document subtotal, rather than to individual items. Global discounts are not "spread" across the items on the document.</p>
<p class="Help-Text">Exception: For tax calculation purposes, global discounts do reduce the individual item prices.</p>
<p class="Help-Info-Line">To give a global discount:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Enter a percentage discount in the <font class="hcp9">Disc %</font> field or an amount discount in the <font class="hcp9">Discount</font> (amount) field <font style="font-style: italic;">in the receipt totals area.</font> An entry in either field will cause Point of Sale to automatically calculate and enter a value for the other field and the document total.</p>
</li>
</ul>
<p class="Help-Text" style="text-align: center;"><img src="../image/discnt_global.gif" alt="Global Discount" width="229" height="105" border="0" class="hcp3"></p>
</td>
</tr>
</table>
<p class="Help-Text">&#160;</p>
</div></li>
<li class="p-Help-Steps">
<p class="Help-Steps">(Optional) From the <b>Tax</b> drop-down list, select appropriate <a href="../qbpos_basic_procedures/sales_tax/basic_tax_locations.htm">Sales Tax Location</a>.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">In the <b>Payments</b> area, click appropriate <a href="Receipt_Elements_in_Simple_View.htm#Payments area buttons">payment button</a> to open corresponding payment dialog. See <a href="Taking_Payments_Giving_Change_in_Simple_View.htm">Payment Options in Simple View</a> for details of making payments from the Simple View.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps"><a href="Taking_Payments_Giving_Change_in_Simple_View.htm">Take payment and give change</a>, as applicable.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Click <b>Save and Print</b> once to open the Print dialog.</p>
<p class="Help-Steps">Alternatively, click and hold <b>Save and Print</b> to open sub menu, and select one of the following options:</p>
<ul class="hcp10">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><b class="hcp11"><span class="hcp12">Save</span></b> <span class="hcp12">(only saving a receipt)</span></p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><b class="hcp11"><span class="hcp12">Save and Print</span></b> <span class="hcp12">(saving and printing a receipt)</span></p>
</li>
</ul>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">(Optional) Click <b>Preview</b> to preview the receipt.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Click <b>Print</b> to record the sale and give the customer a printed receipt. Alternatively, click <b>Cancel</b> to cancel printing the receipt. The receipt is saved but not printed.</p>
</li>
</ol>
<p class="Help-Text">After the receipt is saved, a new blank sales receipt is displayed, ready for the next sale.</p>
<p class="InlineNormal">&#160;</p>
<p class="Help-Heading-2"><b class="hcp11">Notes</b>:</p>
<ul class="hcp10">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Apart from creating new sales receipts, you can use Simple View to create <a href="Returning_Items_in_Simple_View.htm">returns receipts</a>, and <a href="Edit_Delete_Items_in_Simple_View.htm">edit/cancel a receipt</a>.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Since Simple View is a simplified version of regular view, some sales receipt fields and functions are not available in Simple View.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">You can switch between regular view and the Simple View any time, even while performing a sales transaction.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="InlineNormal"><a href="../qbpos_recording_sales_and_returns/receipt1005.htm">Making a Sale in regular view</a></p>
<p class="InlineNormal"><a href="Introduction_to_Simple_View.htm">Introduction to Simple View</a></p>
<p class="InlineNormal"><a href="Introduction_to_Simple_View.htm#Switch between regular view and Simple View">Switching between regular view and Simple View</a></p>
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<p class="Help-Heading-1" style="font-size: 12pt; font-family: Arial, sans-serif;"><b class="hcp1">Merchandise Exchange in Simple View</b></p>
<p class="Help-Main-Topic-Links"><a href="Making_a_Sale_in_Simple_View.htm">Making a Sale</a> <span style="color: #c0c0c0;">|</span> <a href="Returning_Items_in_Simple_View.htm">Returning Items</a> <span style="font-weight: bold;"><a href="../qbpos_secadmin/secadminoverview.htm"><img src="../image/key_icon.gif" alt="Your access to the program area to which this topic applies may be restricted. See your store manager or click the key icon to learn more about the security features in Point of Sale." title="Your access to the program area to which this topic applies may be restricted. See your store manager or click the key icon to learn more about the security features in Point of Sale." style="border: none;" width="18" height="17" align="right" border="0"></a></span></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">When a customer returns an item to exchange for another, you perform two transactions in one sales receipt: return of one item, and sale of another. Point of Sale automatically calculates any difference in item prices.</p>
<p class="Help-Info-Line"><b class="hcp1"><i style="font-style: italic;"><span style="font-size: 10.0pt; font-family: 'Trebuchet MS';">To handle a merchandise exchange:</span></i></b></p>
<ol start="1" style="list-style: decimal; margin-top: 0in;">
<li class="p-Help-Steps">
<p class="Help-Steps">Follow the basic sale procedure to add both the returned and exchange items in a sales receipt. For more information, see <a href="Making_a_Sale_in_Simple_View.htm">Making a Sale in Simple View</a>. &#160;</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select the returned item in the Item Fields area, and click <b>Return Item</b>.<span>&#160;&#160;</span>The quantity of returned item appears negative on the sales receipt.</p>
<p class="InlineNormal3" style="font-size: 10.0pt; font-family: 'Trebuchet MS';"><img src="../image/SimpleView/merchandise_exchange_receipt.gif" alt="Simple View: Receipt for merchandise exchange" title="Simple View: Receipt for merchandise exchange" style="margin-left: 5px; margin-right: 5px; margin-top: 5px; margin-bottom: 5px;" width="450" height="178" border="0"></p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps"><a href="Taking_Payments_Giving_Change_in_Simple_View.htm">Take payment or give change</a>, as applicable for any difference in the item prices.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Click <b>Save and Print</b> to save and print the receipt.</p>
</li>
</ol>
<p class="InlineListParagraphCxSpMiddle">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="InlineListParagraphCxSpMiddle2"><a href="Making_a_Sale_in_Simple_View.htm">Making a Sale in Simple View</a></p>
<p class="InlineListParagraphCxSpLast"><a href="Taking_Payments_Giving_Change_in_Simple_View.htm">Taking Payment/Giving Change in Simple View</a></p>
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<p class="Help-Heading-1">Paying Money out of the Cash Drawer in Simple View</p>
<p class="Help-Text"><a href="Introduction_to_Simple_View.htm">Introduction to Simple View</a> <span style="color: #c0c0c0;">|</span> <a href="../qbpos_recording_sales_and_returns/receipt1015.htm">Opening the Cash Drawer</a> <span class="hcp1"><a href="../qbpos_secadmin/secadminoverview.htm"><img src="../image/key_icon.gif" alt="Your access to the program area to which this topic applies may be restricted. See your store manager or click the key icon to learn more about the security features in Point of Sale." title="Your access to the program area to which this topic applies may be restricted. See your store manager or click the key icon to learn more about the security features in Point of Sale." style="border: none;" width="18" height="17" align="right" border="0"></a></span></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Cash sometimes needs to be removed from the cash drawer. For example, you may remove cash from the cash drawer to:</p>
<ul style="list-style: disc;">
<li class="p-Help-Text" style="margin-left: -20px;">
<p class="Help-Text">Buy office supplies</p>
</li>
<li class="p-Help-Text" style="margin-left: -20px;">
<p class="Help-Text">Donate to a local charitable organization</p>
</li>
<li class="p-Help-Text" style="margin-left: -20px;">
<p class="Help-Text">Pay employees tip amounts recorded on non-cash sales</p>
</li>
<li class="p-Help-Text" style="margin-left: -20px;">
<p class="Help-Text">Purchase pizza for an office party</p>
</li>
<li class="p-Help-Text" style="margin-left: -20px;">
<p class="Help-Text">Have less cash on hand, for security reasons</p>
</li>
</ul>
<p class="Help-Info-Line">To record a cash drawer payout:</p>
<ol class="hcp2">
<li class="p-Help-Steps">
<p class="Help-Steps">In <b>New Sales Receipt</b> form of Simple View, click <span class="hcp1">Cash Payout</span>. The <span class="hcp1">Cash Payout</span> dialog opens.</p>
</li>
</ol>
<p class="Help-Steps"><img src="../image/SimpleView/cash_payout_dlg.gif" alt="Simple View: Cash Payout dialog" title="Simple View: Cash Payout dialog" style="border: Solid 1px #000000; margin-left: 20px; margin-right: 20px; margin-top: 20px; margin-bottom: 20px;" width="304" height="333" border="1"></p>
<ol start="2" class="hcp2">
<li class="p-Help-Steps">
<p class="Help-Steps">Select from or enter your name in the <span class="hcp1">Cashier</span> drop-down list.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Note: If the security is enabled, the name of current cashier is auto-populated in the <span class="hcp1">Cashier</span> drop-down list. In this case, you need to log in to change the cashier name.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">In the <span class="hcp1">Amount</span> field, enter the amount you are taking out from the cash drawer.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">If you are using QuickBooks financial software, select a QuickBooks account from the in the <font class="hcp3">Account</font> drop-down list.</p>
</li>
</ol>
<ol start="5" class="hcp2">
<li class="p-Help-Steps">
<p class="Help-Steps">Enter a comment in the <font class="hcp3">Comment</font> field. This required field is typically used to record how the cash was used or to whom it was paid.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp1">OK</span>.</p>
</li>
</ol>
<p class="Help-Text">A <font style="font-style: italic;">Payout</font> receipt is generated and placed in the sales history. The amount of the payout is recorded as a negative amount.</p>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="../qbpos_recording_sales_and_returns/receipt1089.htm">Paying Money out of the Cash Drawer in regular view</a></p>
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<body lang="EN-US" xml:lang="EN-US">
<script type="text/javascript" src="../ehlpdhtm.js"></script>
<p class="Help-Heading-1" style="color: #ffffff;">Receipt Elements in Simple View</p>
<p class="Help-Main-Topic-Links"><a href="Introduction_to_Simple_View.htm">Introduction to Simple View</a> <span style="color: #c0c0c0;">|</span> <a href="Working_with_Touchscreen_Monitor_and_Virtual_Keyboard.htm">Working with Touchscreen</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text"><a name="Receipt_Elements_Page_Top" id="Receipt_Elements_Page_Top"></a>Refer to the table below for descriptions of each receipt element.</p>
<p class="Help-Text">Fields shown in square brackets, for example <b>[Date]</b>, are <a href="javascript:BSSCPopup('../qbpos_basic_procedures/basic309.htm');" id="a1">suggested<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a>or <a href="javascript:BSSCPopup('../qbpos_basic_procedures/basic308.htm');" id="a2">read-only<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a> fields auto-filled by Point of Sale. Toggle buttons, &#160;for example <b>Hold / Unhold</b>, are used to perform two alternate functions.</p>
<p class="Help-Bulleted">&#160;</p>
<table style="margin-left: 2.25pt;" cellspacing="0" width="548" align="center">
<col style="width: 24.122%;">
<col style="width: 75.878%;">
<tr style="height:24px;" class="hcp2">
<td style="width:24.122%;" bgcolor="#E6E6E6" class="hcp3">
<p class="Help-Text"><font class="hcp4">Element</font></p>
</td>
<td style="width:75.878%;" bgcolor="#E6E6E6" class="hcp3">
<p class="Help-Text"><font class="hcp4">Usage</font></p>
</td>
</tr>
<tr style="height:24px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text"><b class="hcp5">[Date]</b> field</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p class="Help-Text">Defaults to today's date.</p>
</td>
</tr>
<tr style="height:147px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p><b class="hcp5">Item Lookup</b> &lt;Type/Scan item info here &gt; drop-down list</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p class="Help-Text">Type/scan item name, barcode, or keyword here, or look up the item in the drop-down list using any combination of the following methods:</p>
<ul class="hcp6">
<li class="p-Help-Text">
<p class="Help-Text">Right-click to open the virtual keyboard</p>
</li>
<li class="p-Help-Text">
<p class="Help-Text">Type a partial name and press <b><i>&lt;Enter&gt;</i></b> to list all matching items, or</p>
</li>
<li class="p-Help-Text">
<p class="Help-Text">Click the drop-down list arrow to list all items.</p>
</li>
</ul>
</td>
</tr>
<tr style="height:198px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text" style="font-weight: bold;">Customer Lookup</p>
<p class="Help-Text">&lt;Enter customer here&gt; drop-down list</p>
<p class="Help-Text">&#160;</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p class="Help-Text">Enter customer name, company name, or phone to search for matching customer or look up the customer using any combination of these methods:</p>
<ul class="hcp6">
<li class="p-Help-Text">
<p class="Help-Text">Right-click to open the virtual keyboard</p>
</li>
<li class="p-Help-Text">
<p class="Help-Text">Type a partial name and press <b><i>&lt;Enter&gt;</i></b> to list all matching customers</p>
</li>
<li class="p-Help-Text">
<p class="Help-Text">Click the drop-down list arrow to select from your full customer list</p>
</li>
<li class="p-Help-Text">
<p class="Help-Text">Click the <span class="hcp7">Add Cust</span> &#160;button from the left-side of the screen to QuickAdd a new customer while making the sale</p>
</li>
</ul>
<p class="Help-Text">Available only if <a href="../qbpos_company_preferences/sysprefs04.htm">Track Customers</a> preference is turned on. <a href="Customers_in_Simple_View.htm">Learn More</a></p>
</td>
</tr>
<tr style="height:24px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text"><b class="hcp5">Switch View</b> button</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p class="Help-Text">Switches to the regular view of the sales receipt form</p>
</td>
</tr>
<tr style="height:39px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text"><b class="hcp5">Hold / Unhold</b> button</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p>Hold puts a receipt on hold at any time before saving. Only a single receipt can be kept on hold. Unhold takes the last held receipt off hold.</p>
</td>
</tr>
<tr style="height:24px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text"><b class="hcp5">Open Drawer</b> button</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p class="Help-Text">Opens the cash drawer.</p>
</td>
</tr>
<tr style="height:54px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text"><b class="hcp5">Cash Payout</b> button</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p>Records money taken out of the cash drawer for miscellaneous expenses, such as paying vendors or donating to a charity. &#160;Also records cash drops.</p>
</td>
</tr>
<tr style="height:39px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text"><b class="hcp5">Sell Gift Crd</b> button</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p>Opens the <b>Gift Card</b> dialog where you can enter the amount and gift card number.</p>
</td>
</tr>
<tr style="height:39px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text"><b class="hcp5">Sell Gift Crt</b> button</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p>Opens the <b>Gift Certificate</b> dialog where you can enter amount and gift certificate number.</p>
</td>
</tr>
<tr style="height:24px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text"><b class="hcp5">Give Discnt</b> button</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p>Opens a numeric keypad to enter the global discount percentage.</p>
</td>
</tr>
<tr style="height:39px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text"><span class="hcp7">Add Cust</span> button</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p class="Help-Text">Allows you to quickly add a new customer to your customer list while making a sale.</p>
</td>
</tr>
<tr style="height:26px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text"><a href="#Receipt_Elements_Page_Top">Return to top</a></p>
</td>
<td style="width:75.878%;" class="hcp3">
<p class="Help-Text">&#160;</p>
</td>
</tr>
<tr style="height:24px;" class="hcp2">
<td style="width:24.122%;" bgcolor="#E5E5E5" class="hcp3">
<p class="Help-Text" style="font-weight: bold;">Element</p>
</td>
<td style="width:75.878%;" bgcolor="#E5E5E5" class="hcp3">
<p class="Help-Text" style="font-weight: bold;">Usage</p>
</td>
</tr>
<tr style="height:43px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text"><a name="Item List area fields"></a>I<span class="hcp7">tem List</span> area fields</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p class="Help-Text">These fields contain the detailed list of items being sold.</p>
</td>
</tr>
<tr style="height:39px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text"><span class="hcp7">[Item #]</span> field</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p>Item number of the selected item according to the item record in the Point of Sale <b>Inventory</b>.</p>
</td>
</tr>
<tr style="height:54px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text"><span class="hcp7">[Item Name</span>] field</p>
<p class="help-text">&#160;</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p>Item name of the selected item according to the item record in the Point of Sale <b>Inventory</b>. <b>Item Name</b> can be edited for individual sale, if necessary.</p>
</td>
</tr>
<tr style="height:39px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text">[<span class="hcp7">Price</span>] field</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p>Item unit price at the <a href="../qbpos_company_preferences/sysprefs05.htm">active price level</a>. <b>Price</b> can be edited for individual sale, if necessary.</p>
</td>
</tr>
<tr style="height:39px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text"><span class="hcp7">[Qty]</span> field</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p>Sales Quantity. By default, displayed <b>Qty</b> value is 1. <b>Qty</b> can be edited for individual sale if necessary.</p>
</td>
</tr>
<tr style="height:54px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text"><b class="hcp5">[Ext Price]</b> field</p>
<p class="help-text">&#160;</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p>Extended item price, calculated by multiplying <span class="hcp7" style="font-weight: bold;">Qty</span> by <span class="hcp7" style="font-weight: bold;">Price</span>. If you sell items costing a fraction of a cent, you can list a quantity and enter an extended price. Point of Sale calculates and displays the unit price.</p>
</td>
</tr>
<tr style="height:27px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text"><a href="#Receipt_Elements_Page_Top">Return to top</a></p>
</td>
<td style="width:75.878%;" class="hcp3">
<p>&#160;</p>
</td>
</tr>
<tr style="height:24px;" class="hcp2">
<td style="width:24.122%;" bgcolor="#DFDFDF" class="hcp3">
<p class="Help-Text">Element</p>
</td>
<td style="width:75.878%;" bgcolor="#DFDFDF" class="hcp3">
<p>Usage</p>
</td>
</tr>
<tr style="height:39px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text"><b class="hcp5">Edit Item</b> button</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p>Opens <b>Edit Item</b> dialog to make changes in quantity, price etc. for the selected item.</p>
</td>
</tr>
<tr style="height:24px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text"><b class="hcp5">Return Item</b> button</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p>Marks the selected item as a return item by negating the quantity.</p>
</td>
</tr>
<tr style="height:24px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text"><b class="hcp5">Delete Item</b> button</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p>Deletes the currently selected item from the receipt.</p>
</td>
</tr>
<tr style="height:24px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text"><b class="hcp5">[Discount %]</b> field</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p class="Help-Text">Global discount percentage.</p>
</td>
</tr>
<tr style="height:69px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text"><b class="hcp5">[Tax]</b> drop-down list</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p>Lists available sales tax locations. Select appropriate sales tax locations from this drop-down list. Point of Sale calculates applicable sales tax according to the selected tax location, and the calculated sales tax is added to the <b>Regular Price-Total</b> value.</p>
</td>
</tr>
<tr style="height:39px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text"><b class="hcp5">[Shipping]</b> button</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p>Use to enter any shipping cost. The shipping cost is added to the <b>Regular Price-Total</b> value.</p>
</td>
</tr>
<tr style="height:39px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text"><b class="hcp5">Prev Receipt</b> button</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p>Navigates to previous receipt in the Point of Sale <b>Sales History</b>. Disabled by default and enabled only when you click <b>Last Receipt</b>.</p>
</td>
</tr>
<tr style="height:39px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text"><b class="hcp5">Next Receipt</b> button</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p>Navigates to next receipt in the Point of Sale <b>Sales History</b>. Disabled by default and enabled only when you click <b>Last Receipt</b>.</p>
</td>
</tr>
<tr style="height:54px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text"><b class="hcp5">Reverse Receipt</b> button</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p>Reverses the current receipt by creating a reversing entry.&#160;&#160;Point of Sale adds returned item quantities back to <b>Inventory</b> and total item price is refunded to the customer.</p>
</td>
</tr>
<tr style="height:39px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text"><b class="hcp5">Last Receipt</b> button</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p>Switches Simple View to Sales History mode, and displays the last saved receipt.</p>
</td>
</tr>
<tr style="height:39px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text"><b class="hcp5">Close</b> button</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p>Closes the active sales receipt form and returns you to the Point of Sale <b>Navigator</b> home page.</p>
</td>
</tr>
<tr style="height:39px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text"><b class="hcp5">[Regular Price Total]</b> field</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p>Total amount due from the customer (or to the customer in case of a return).</p>
</td>
</tr>
<tr style="height:39px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text"><b class="hcp5">[Due]</b> field</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p>Displays the difference between <b>Regular Price-Total</b> value and the amount paid by customer.</p>
</td>
</tr>
<tr style="height:24px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text" style="font-weight: bold;"><b class="hcp5">[Change]</b> field</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p class="Help-Text">Displays the amount to be given to the customer.</p>
</td>
</tr>
<tr style="height:27px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text"><a href="#Receipt_Elements_Page_Top">Return to top</a></p>
</td>
<td style="width:75.878%;" class="hcp3">
<p class="Help-Text">&#160;</p>
</td>
</tr>
<tr style="height:24px;" class="hcp2">
<td style="width:24.122%;" bgcolor="#E0E0E0" class="hcp3">
<p class="Help-Text">Element</p>
</td>
<td style="width:75.878%;" bgcolor="#E0E0E0" class="hcp3">
<p class="Help-Text">Usage</p>
</td>
</tr>
<tr style="height:67px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text"><span class="hcp7"><a name="Payments area fields"></a>Payments</span> area fields</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p class="Help-Text">Payments area displays various payment fields listed below. These fields are populated with the values entered in response to the respective <b>Payments</b> area button click.</p>
</td>
</tr>
<tr style="height:24px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text"><b class="hcp5">[Cash]</b> field</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p class="Help-Text">Displays the value entered in the <span class="hcp7">Cash Payment</span> dialog.</p>
</td>
</tr>
<tr style="height:24px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text"><b class="hcp5">[Check]</b> field</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p class="Help-Text">Displays the value entered in the <span class="hcp7">Check Payment</span> dialog.</p>
</td>
</tr>
<tr style="height:24px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text"><b class="hcp5">[Credit]</b> field</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p class="Help-Text">Displays the value entered in the <span class="hcp7">Credit Card Payment</span> dialog.</p>
</td>
</tr>
<tr style="height:24px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text"><b class="hcp5">[Debit]</b> field</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p class="Help-Text">Displays the value entered in the <span class="hcp7">Debit Card Payment</span> dialog.</p>
</td>
</tr>
<tr style="height:24px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text"><b class="hcp5">[Gift Card]</b> field</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p class="Help-Text">Displays the value entered in the <span class="hcp7">Gift Card</span> dialog.</p>
</td>
</tr>
<tr style="height:31px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text"><b class="hcp5">[Gift Cert]</b> field</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p class="Help-Text">Displays the value entered in the <span class="hcp7">Gift Certificate</span> dialog.</p>
</td>
</tr>
<tr style="height:24px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p><a href="#Receipt_Elements_Page_Top">Return to top</a></p>
</td>
<td style="width:75.878%;" class="hcp3">
<p class="Help-Text">&#160;</p>
</td>
</tr>
<tr style="height:24px;" class="hcp2">
<td style="width:24.122%;" bgcolor="#E1E1E1" class="hcp3">
<p class="Help-Text">Element</p>
</td>
<td style="width:75.878%;" bgcolor="#E1E1E1" class="hcp3">
<p class="Help-Text">Usage</p>
</td>
</tr>
<tr style="height:45px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text"><span class="hcp7"><a name="Payments area buttons"></a>Payments</span> area buttons</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p class="Help-Text">Payments area displays various buttons listed below. Click these buttons to open respective payment option dialogs.</p>
</td>
</tr>
<tr style="height:28px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text"><b class="hcp5">Cash</b> button</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p>Click to open <span class="hcp7">Cash Payment</span> dialog.</p>
</td>
</tr>
<tr style="height:32px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text"><b class="hcp5">Check</b> button</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p>Click to open <span class="hcp7">Check Payment</span> dialog.</p>
</td>
</tr>
<tr style="height:28px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text"><b class="hcp5">Credit</b> button</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p>Click to open <span class="hcp7">Credit Card Payment</span> dialog.</p>
</td>
</tr>
<tr style="height:28px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text"><b class="hcp5">Debit</b> button</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p>Click to open <span class="hcp7">Debit Card Payment</span> dialog.</p>
</td>
</tr>
<tr style="height:28px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text"><b class="hcp5">Gift Card</b> button</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p>Click to open <span class="hcp7">Gift Card</span> dialog.</p>
</td>
</tr>
<tr style="height:28px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text"><b class="hcp5">Gift Cert</b> button</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p>Click to open <span class="hcp7">Gift Certificate</span> dialog.</p>
</td>
</tr>
<tr style="height:28px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text"><b class="hcp5">Give Change</b> button</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p>Click to select a payment option to give change.</p>
</td>
</tr>
<tr style="height:28px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text"><b class="hcp5">Clear Paymts</b> button</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p>Click to clear current payment entry.</p>
</td>
</tr>
<tr style="height:28px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text">&#160;</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p>&#160;</p>
</td>
</tr>
<tr style="height:39px;" class="hcp2">
<td style="width:24.122%;" class="hcp3">
<p class="Help-Text"><b class="hcp5">Save and Print</b> button</p>
</td>
<td style="width:75.878%;" class="hcp3">
<p>Click and hold mouse button to open dialog and choose appropriate option to let you save the sales receipt, or both save and print the receipt.</p>
</td>
</tr>
</table>
<p class="InlineNormal">&#160;</p>
<p class="Help-Text"><a href="#Receipt_Elements_Page_Top">Return to top</a></p>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="InlineNormal"><a href="Introduction_to_Simple_View.htm">Introduction to Simple View</a></p>
<p class="InlineNormal">&#160;</p>
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<p class="Help-Heading-1">Returning Items in Simple View</p>
<p class="Help-Main-Topic-Links"><a href="Merchandise_Exchange_in_Simple_View.htm">Merchandise Exchange</a> <span class="hcp1">|</span> <a href="Gift_Card_Returns_Simple_View.htm">Gift Card Returns</a> <span class="hcp1">|</span> <a href="Credit_Card_Returns_in_Simple_View.htm">Credit Card Returns</a> <span style="font-weight: bold;"><a href="../qbpos_secadmin/secadminoverview.htm"><img src="../image/key_icon.gif" alt="Your access to the program area to which this topic applies may be restricted. See your store manager or click the key icon to learn more about the security features in Point of Sale." title="Your access to the program area to which this topic applies may be restricted. See your store manager or click the key icon to learn more about the security features in Point of Sale." style="border: none;" width="18" height="17" align="right" border="0"></a></span></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">You can use Simple View to record merchandise returns as well. You can create a return receipt for returned items by using the sales receipt form. Such items are added back to the Point of Sale Inventory, and the receipt displays the amount to be refunded to the customer.</p>
<p class="Help-Info-Line"><b style="font-weight: bold;"><i style="font-style: italic;"><span class="hcp2">To process a merchandise return</span></i></b><b><i><span class="hcp2">:</span></i></b></p>
<ol start="1" style="list-style: decimal; margin-top: 0in;">
<li class="p-Help-Steps">
<p class="Help-Steps">Follow the basic sale procedure for adding the returned item in a new sales receipt. For more information, see <a href="Making_a_Sale_in_Simple_View.htm"><span class="GramE">Making</span> a Sale in Simple View</a>.</p>
<p class="Help-Steps">Or</p>
<p class="Help-Steps">Locate the original sales receipt containing the returned items. For more information, see <a href="Locate_a_Receipt_in_Simple_View.htm">Locate a Receipt in Simple View</a>.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select the returned item in the <b>Item Fields</b> area.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Click <b>Return I<span>tem</span></b>.</p>
<p class="Help-Steps">Or</p>
<p class="Help-Steps">Click <b>Edit Item</b>, and enter a negative value in the <b>Quantity</b> field of the <b>Edit Item</b> dialog.</p>
<p class="Help-Steps">For more information, see <a href="Edit_Delete_Items_in_Simple_View.htm">Edit/Delete Items in Simple View</a>.</p>
<p class="InlineNormal17">&#160;</p>
<p class="InlineNormal18"><img src="../image/SimpleView/return_receipt.gif" alt="Simple View: Return receipt" title="Simple View: Return receipt" width="445" height="157" border="0" class="hcp3"></p>
<p class="InlineNormal3">&#160;</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Click <b>Give Change</b> from the <b>Payments</b> area. A menu with multiple payment options for giving change (refunding item price) to the customer appears.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select appropriate payment option and follow steps for the selected option. For more information, see <a href="Taking_Payments_Giving_Change_in_Simple_View.htm">Taking Payments /Giving Change in Simple View</a>.</p>
<p class="InlineNormal4">&#160;</p>
<p class="InlineNormal18"><img src="../image/SimpleView/refund_by_giving_change.gif" alt="Simple View: Refund by giving change" title="Simple View: Refund by giving change" width="259" height="165" border="0" class="hcp3"></p>
<p class="InlineNormal3">&#160;</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Click <b>Save and Print</b> to save and print the return receipt.</p>
</li>
</ol>
<p class="InlineNormal14">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="InlineNormal3"><a href="../qbpos_recording_sales_and_returns/receipt1016.htm">Merchandise Returns</a></p>
<p class="InlineNormal3"><a href="Making_a_Sale_in_Simple_View.htm">Making a Sale in Simple View</a></p>
<p class="InlineNormal3"><a href="Taking_Payments_Giving_Change_in_Simple_View.htm">Taking Payments/Giving Change in Simple View</a></p>
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<p class="Help-Heading-1">Reversing a Receipt in Simple View</p>
<p class="Help-Main-Topic-Links"><a href="Making_a_Sale_in_Simple_View.htm">Making a Sale</a> <span class="hcp1">|</span> <a href="Locate_a_Receipt_in_Simple_View.htm">Locate a Receipt</a> <span class="hcp1">|</span> <a href="Canceling_Holding_a_Receipt_in_Simple_View.htm">Canceling/Holding a Receipt</a> <span class="hcp2"><a href="../qbpos_secadmin/secadminoverview.htm"><img src="../image/key_icon.gif" alt="Your access to the program area to which this topic applies may be restricted. See your store manager or click the key icon to learn more about the security features in Point of Sale." title="Your access to the program area to which this topic applies may be restricted. See your store manager or click the key icon to learn more about the security features in Point of Sale." style="border: none;" width="18" height="17" align="right" border="0"></a></span></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Saved sales receipts cannot be deleted and editing is restricted to certain informational fields. If information other than what can be edited needs to be corrected, you can reverse the sales receipt. Reversing a sales receipt corrects your sales history, inventory quantities, and customer records.</p>
<p class="Help-Text">This procedure is not recommended for processing routine <span style="text-underline: none;"><a href="Returning_Items_in_Simple_View.htm">merchandise returns</a></span> from a customer.</p>
<p class="Help-Info-Line">To reverse a sales receipt:</p>
<ol start="1" class="hcp3">
<li class="p-Help-Steps">
<p class="Help-Steps"><span class="hcp4">Locate the sales receipt to be reversed in the Sales History. For more information, see</span> <span class="hcp4"><a href="Locate_a_Receipt_in_Simple_View.htm">Locate a Receipt in Simple View</a>.</span></p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Click <b>Reverse Receipt</b>. The <span class="hcp2">Reversing Document</span> dialog opens.</p>
</li>
</ol>
<p class="InlineNormal13"><img src="../image/SimpleView/reversing_receipts_dlg.gif" alt="Simple View: Reversing receipts" title="Simple View: Reversing receipts" style="border: none; margin-left: 10px; margin-right: 10px; margin-top: 10px; margin-bottom: 10px;" width="350" height="172" border="0"></p>
<ol start="3" class="hcp3">
<li class="p-Help-Steps">
<p class="Help-Steps">Select your name from the <b>C<span>ashier</span></b> field, and click <b>OK</b>.</p>
</li>
</ol>
<p class="InlineNormal4">&#160;</p>
<p class="Help-Text">A reversing receipt is automatically created and added to the sales history. In the sales history, a reversed receipt can be identified by the value <span style="font-style: italic;">Reversing</span> in its <span class="hcp2">Status</span> field. The original receipt is marked as &#160;<span class="hcp2">Reversed Sales Receipt #</span>&lt;receipt number&gt;, when you locate it again in Simple View.</p>
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<p class="Help-Heading-1" style="color: #ffffff;">Selling a Gift Card in Simple View</p>
<p class="Help-Main-Topic-Links"><a href="Making_a_Sale_in_Simple_View.htm">Making a Sale</a> <span class="hcp1">|</span> <a href="Taking_Payments_Giving_Change_in_Simple_View.htm">Taking Payments / Giving Change</a> <span class="hcp1">|</span> <a href="Gift_Card_Returns_Simple_View.htm">Gift Card Returns</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Gift cards are sold or recharged on sales receipts. The gift card item and sales amount are printed on the customer receipt.</p>
<p class="Help-Info-Line">To sell or recharge a gift card:</p>
<ol start="1" class="hcp2">
<li class="p-Help-Steps">
<p class="Help-Steps">In <b>New Sales Receipt</b> form of Simple View, use any of these methods to add gift card to the item list:</p>
<ul style="list-style: disc;">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Click <b>&lt;Type/Scan item info here&gt;</b> drop-down list to focus on it, and swipe the gift card to recharge. The gift card to be sold appears listed in the <b>Item Fields</b> area.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Enter <i>Gift Card</i> in the <b>&lt;Type/Scan item info here&gt;</b> and then press <b><i>&lt;Enter&gt;.</i></b> A gift card is added in the <b>Item Fields</b> area.</p>
</li>
</ul>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Click <b>Sell Gift <span class="SpellE">Crd</span></b>. The <b>Gift Card</b> dialog opens.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Enter an amount and gift card number for the gift card in the <b>Amount</b> and <b>Gift Card Number</b> fields respectively.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Click <b>OK</b> to confirm transaction, or <b>Cancel</b> to cancel the transaction.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Repeat Step 1 to 4 to add more gift cards to the sales receipt.</p>
<p class="Help-Heading-2"><b style="font-weight: bold;">Note:</b></p>
</li>
</ol>
<p class="Help-Indent"><span class="hcp3">You can sell up to three gift cards in a sales transaction.</span></p>
<ol start="6" class="hcp2">
<li class="p-Help-Steps">
<p class="Help-Steps">Add other items being sold in the same transaction to the sales receipt. For more information, see <a href="Making_a_Sale_in_Simple_View.htm"><span class="GramE">Making</span> a Sale in Simple View</a>.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Use general payment procedures to accept the amount due or give change. For more information, see <a href="Taking_Payments_Giving_Change_in_Simple_View.htm">Taking Payments/Giving Change in Simple View</a>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 10.0pt; font-family: 'Trebuchet MS';">
<p class="Help-Steps"><span class="hcp3">Click <b>Save and Print</b> to save and print the sales receipt.</span></p>
</li>
</ol>
<p class="InlineNormal2">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="InlineNormal"><a href="../qbpos_gift_card_service/giftcard_oview.htm">Gift Card Service overview</a></p>
<p class="InlineNormal"><a href="Making_a_Sale_in_Simple_View.htm">Making a Sale in Simple View</a></p>
<p class="InlineNormal"><a href="Taking_Payments_Giving_Change_in_Simple_View.htm">Taking payments/Giving Change in Simple View</a></p>
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<p class="Help-Heading-1">Sell a Gift Certificate in Simple View</p>
<p class="Help-Main-Topic-Links"><a href="Making_a_Sale_in_Simple_View.htm">Making a Sale</a> <span style="color: #c0c0c0;">|</span> <a href="Taking_Payments_Giving_Change_in_Simple_View.htm">Taking Payments / Giving Change</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">A gift certificate is basically "store money" that can be used to purchase merchandise at a future date. Certificate numbers can be recorded both on gift certificate sale and future redemption for tracking purposes.</p>
<p class="Help-Info-Line">To sell a gift certificate:</p>
<ol start="1" class="hcp1">
<li class="p-Help-Steps">
<p class="Help-Steps">In <b>New Sales Receipt</b> form of Simple View, click <b>Sell Gift Crt</b>. The Gift Certificate dialog opens.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Enter the amount and certificate number for the gift certificate in the <b>Amount</b> and <b>Gift Certificate Number</b> fields.</p>
<p class="Help-Heading-2" style="font-size: 10.0pt; font-family: 'Trebuchet MS';"><b style="font-weight: bold;">Note:</b></p>
</li>
</ol>
<p class="Help-Indent"><span style="font-size: 10.0pt; font-family: 'Trebuchet MS';">Only a single gift certificate can be sold in a sales receipt.</span></p>
<ol start="3" class="hcp1">
<li class="p-Help-Steps">
<p class="Help-Steps">Click <b>OK</b> to confirm transaction. A gift certificate is added to the sales receipt item list.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Add other items being sold in the same transaction to the sales receipt. For more information, see <a href="Making_a_Sale_in_Simple_View.htm">Making a Sale in Simple View</a>.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Use general payment procedures to accept the amount due or give change. For more information, see <a href="Taking_Payments_Giving_Change_in_Simple_View.htm">Taking Payments/Giving Change in Simple View</a>.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Click <b>Save and Print</b> to save and print the sales receipt.</p>
</li>
</ol>
<p class="Help-Heading-2">Notes:</p>
<ul style="list-style: disc; margin-top: 0in;">
<li class="p-Help-Bulleted">
<p class="Help-Bulleted">Only one gift certificate can be added to a sales receipt; either a sale or a redemption. You cannot both sell and accept a gift certificate on the same receipt.</p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted">You can also sell a gift certificate after completing a sale but before saving. Click <b>Sell</b> <b>Gift <span class="SpellE"><span class="GramE">Crt</span></span></b>. You will be prompted to enter the amount and certificate number. The <b>Regular Price-Total</b> amount will change to reflect that additional payment must be taken from customer.</p>
</li>
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<p class="Help-Heading-1" style="font-size: 12pt;">Taking Payments / Giving Change in Simple View</p>
<p class="Help-Main-Topic-Links"><a href="Making_a_Sale_in_Simple_View.htm">Making a Sale</a> <span style="color: #c0c0c0;">| <a href="Discounting_Sales_Prices_in_Simple_View.htm">Discounting Sales Prices</a> |</span> <a href="../qbpos_merchant_service/cardservicesoverview.htm">Merchant Services</a></p>
<p class="InlineNormal1">&#160;</p>
<p class="Help-Text">This topic contains general instructions for taking receipt payments in Simple View. You can also learn how to take payments made by <a href="#Pay_by_Cash">cash</a>, <a href="#Pay_by_check">check</a>, <a href="#Payment_by_Credit_Card">credit card</a>, <a href="#Payment_by_Debit_Card">debit/ATM card</a>, <a href="#Change_by_Gift_Card">gift certificate</a>, <a href="#Payment_by_Gift_Card">gift card</a>.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">After receiving payments, you can give change to the customer by <a href="#Change_by_Cash">cash</a>, <a href="#Change_by_check">check</a>, <a href="#Payment_by_Credit_Card">credit card</a>, <a href="#Change_by_Gift_Card">gift certificate</a>, or <a href="#Payment_by_Gift_Card">gift card</a>.</p>
<p class="Help-Info-Line">To take payment and give change:</p>
<p class="Help-Text">When you finish <a href="Making_a_Sale_in_Simple_View.htm">adding items to a sales receipt</a>, <a href="Discounting_Sales_Prices_in_Simple_View.htm">giving discounts</a>, applying appropriate <a href="../qbpos_company_preferences/sysprefs08.htm">sales tax</a> and <a href="../qbpos_company_preferences/companyprefs_shipping.htm">shipping charges</a>, you can view total amount due in the <a href="Receipt_Elements_in_Simple_View.htm"><b>Regular Price</b>-<b>Total</b> field</a>.</p>
<p class="Help-Text">If the total amount due is negative (refunds to the customer when <a href="Returning_Items_in_Simple_View.htm">returning items</a>), and you are only giving change, start at Step 5 below.</p>
<p class="Help-Text">You can accept the full amount by a single payment/change method, or use multiple payment/change methods.</p>
<p class="InlineNormal1">&#160;</p>
<ol start="1" class="hcp1">
<li class="p-Help-Steps">
<p class="Help-Steps">In the <b>Payments</b> area, click appropriate <a href="Receipt_Elements_in_Simple_View.htm#Payments area buttons">payment button</a> to accept the total payable amount. The corresponding payment option dialog opens. Click on the following payment options for the steps to be followed:</p>
</li>
</ol>
<p class="Help-Indent"><a href="#Pay_by_Cash">Cash</a></p>
<p class="Help-Indent"><a href="#Pay_by_check">Check</a></p>
<p class="Help-Indent"><a href="#Payment_by_Credit_Card">Credit</a></p>
<p class="Help-Indent"><a href="#Payment_by_Debit_Card">Debit</a></p>
<p class="Help-Indent"><a href="#Payment_by_Gift_Card">Gift Card</a></p>
<p class="Help-Indent"><a href="#Pay_by_GiftCert">Gift Certificate</a></p>
<p class="Help-Indent">After performing the steps for any of the above payment options, you return to the receipt form you are working on. &#160;</p>
<p class="Help-Indent"><b class="hcp2"><span class="hcp3">Or</span></b></p>
<p class="Help-Indent">Click two or more payment buttons one by one in the <b>Payments</b> area, and follow the corresponding payment option steps, to break up the total payable amount into different payment methods<b>.</b></p>
<p class="Help-Steps">&#160;</p>
<ol start="2" class="hcp1">
<li class="p-Help-Steps">
<p class="Help-Steps">If change is due to the customer, the <b>Change Due</b> dialog opens, with multiple payment options to give change. Click on the following payment options to see the steps to follow:</p>
<p class="Help-Steps"><a href="#Change_by_Cash">Cash</a></p>
<p class="Help-Steps"><a href="#Change_by_check">Check</a></p>
<p class="Help-Steps"><a href="#Change_by_CCard">Credit</a></p>
<p class="Help-Steps"><a href="#Change_by_Gift_Card">Gift Card</a></p>
<p class="Help-Steps"><a href="#Change_by_GiftCert">Gift Certificate</a></p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Once complete payment is received from the customer, and change is given to the customer (if applicable), click <b>Save and Print</b> to save and print the sales receipt.</p>
</li>
</ol>
<p class="Help-Steps">&#160;</p>
<p class="Help-Info-Line" style="font-size: 10.0pt; font-family: 'Trebuchet MS';"><b class="hcp2"><a name="Pay_by_Cash" id="Pay_by_Cash"></a>Payment by Cash</b></p>
<p class="Help-Info-Line">To receive payment by cash:</p>
<ol start="1" class="hcp4">
<li class="p-Help-Steps">
<p class="Help-Steps">Click <b>Cash</b> in the <b>Payments</b> area. The <b>Cash Payment</b> dialog opens, with the total payable amount displayed in the <b>Enter amount</b> field. In case of multiple payment methods, total payable amount is the balance amount, after part-payment made by different payment options.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Enter the amount tended by the customer, if different from the total payable amount, in the <b>Enter amount</b> field.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Click <b>OK</b> to confirm the cash payment. You return to the current sales receipt form.</p>
</li>
</ol>
<p class="Help-Info-Line" style="font-size: 10.0pt; font-family: 'Trebuchet MS';">&#160;</p>
<p class="Help-Info-Line" style="font-size: 10.0pt; font-family: 'Trebuchet MS';"><b class="hcp2"><a name="Change_by_Cash" id="Change_by_Cash"></a>Change by Cash</b></p>
<p class="Help-Info-Line"><b class="hcp2">T</b>o give change by cash:</p>
<ol start="1" class="hcp4">
<li class="p-Help-Steps">
<p class="Help-Steps">Click <b>Cash</b> in the <b>Change Due</b> dialog. You return to the current sales receipt form and the cash drawer opens.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Give the appropriate change in cash to the customer.</p>
</li>
</ol>
<p class="Help-Info-Line" style="font-size: 10.0pt; font-family: 'Trebuchet MS'; font-weight: bold;">&#160;</p>
<p class="Help-Info-Line" style="font-size: 10.0pt; font-family: 'Trebuchet MS'; font-weight: bold;"><b class="hcp2"><a name="Pay_by_check" id="Pay_by_check"></a>Payment by Check:</b></p>
<ol start="1" class="hcp4">
<li class="p-Help-Steps">
<p class="Help-Steps">Click <b>Check</b> in the <b>Payments</b> area. The <b>Check Payment</b> dialog opens, with the total payable amount displayed in the <b>Enter amount</b> field<b>.</b></p>
</li>
</ol>
<p class="Help-Steps"><img src="../image/SimpleView/check_payment_dlg.gif" alt="Simple View: Check Payment dialog" title="Simple View: Check Payment dialog" style="border: Solid 1px #000000; margin-left: 10px; margin-right: 10px; margin-top: 10px; margin-bottom: 10px;" width="252" height="222" border="1"></p>
<ol start="2" class="hcp1">
<li class="p-Help-Steps">
<p class="Help-Steps">Verify the amount displayed in the <b>Enter amount</b> field. If required, enter a different amount the <b>Enter amount</b> field.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Enter the check number in the <b>Enter check #</b> field.</p>
</li>
</ol>
<ol start="4" class="hcp4">
<li class="p-Help-Steps">
<p class="Help-Steps">Click <b>OK</b>.&#160;&#160;You return to the current sales receipt form to complete the sales transaction.</p>
</li>
</ol>
<p class="Help-Info-Line" style="font-size: 10.0pt; font-family: 'Trebuchet MS';"><b class="hcp2"><a name="Change_by_check" id="Change_by_check"></a>Change by Check:</b></p>
<ol start="1" class="hcp1">
<li class="p-Help-Steps">
<p class="Help-Steps">Click <b>Check</b> in the <b>Change Due</b> dialog. The <b>Check Change</b> dialog opens.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Enter check number in the <b>Enter check #</b> field<b>.</b></p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Click <b>OK</b>. You return to the current sales receipt form to complete the sales transaction.</p>
</li>
</ol>
<p class="Help-Info-Line" style="font-size: 10.0pt; font-family: 'Trebuchet MS';">&#160;</p>
<p class="Help-Info-Line" style="font-size: 10.0pt; font-family: 'Trebuchet MS';"><b class="hcp2"><a name="Payment_by_Credit_Card" id="Payment_by_Credit_Card"></a>Payment by Credit Card</b></p>
<p class="Help-Info-Line"><b class="hcp2">T</b>o receive payment by credit card:</p>
<ol start="1" class="hcp1">
<li class="p-Help-Steps">
<p class="Help-Steps">Click <b>Credit</b> in the <b>Payments</b> area. The <b>Credit Card Payment</b> dialog opens, with the total payable amount displayed in the <b>Enter amount <span style="font-weight: normal;">field</span>.</b></p>
<p class="Help-Steps"><img src="../image/SimpleView/credit_card_payment_dlg.gif" alt="Simple View: Credit Card Payment dialog" title="Simple View: Credit Card Payment dialog" width="240" height="198" border="0" class="hcp5"></p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Verify the amount displayed in the <b>Enter amount</b> field. If required, enter a different amount the <b>Enter amount</b> field.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Click <b>OK</b>.<span>&#160;&#160;</span>The <b>Credit Card</b> dialog opens.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Swipe the customers credit card.</p>
<p class="Help-Steps"><span class="hcp3">Or</span></p>
<p class="Help-Steps">Click <b>Manual Entry.</b> Enter the credit card information, the <a href="../qbpos:/helppopup.10523">fraud prevention</a> information (optional), and then click <b>Authorize</b>. At next prompt, specify whether the card is present or not.</p>
<p class="Help-Steps"><img src="../image/SimpleView/accept_credit_card_dlg.gif" alt="Simple View: Accept Credit Card dialog" title="Simple View: Accept Credit Card dialog" width="288" height="198" border="0" class="hcp5"></p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Point of Sale connects to the Merchant Service to obtain authorization.</p>
<p class="Help-Steps">If all of the following are true, Point of Sale will process the transaction and print the receipt without further action on your part. In this case, skip to Step 7.</p>
<ul class="hcp6">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">The card was swiped (rather than manually entering card information)</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">The transaction is authorized</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">You are configured to <a href="../mk:@MSITStore:C:/Program Files/Intuit/Point of Sale 9.0/Help/POS_Pro.chm::/qbpos_company_preferences/sysprefs03.htm">automatically save/print upon authorization</a></p>
</li>
</ul>
<p class="Help-Steps">If any of these are <u>not</u> true, continue with the following steps.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">You will see one of the following messages:</p>
<p class="Help-Steps"><b class="hcp2"><span class="hcp3">Authorized:</span></b> <span class="hcp3">The charge has been approved. Select <b>OK</b> to close the window.</span></p>
<p class="Help-Steps"><b class="hcp2"><span class="hcp3">Declined:</span></b> <span class="hcp3">The charge was not approved. Select <b>Cancel</b> to return to the sales receipt. Ask the customer to provide a different form of payment, or select <b>Authorize</b> to try again.</span></p>
<p class="Help-Steps" style="font-size: 10.0pt; font-family: 'Trebuchet MS';"><b class="hcp2">Referral:</b> <a href="../mk:@MSITStore:C:/Program Files/Intuit/Point of Sale 9.0/Help/POS_Pro.chm::/qbpos_merchant_service/cardservices08.htm">Voice authorization</a> is required. The cursor is automatically placed in the <b>Authorization</b> field. Call the displayed phone number and give the operator your <b>Merchant Number</b>. Enter the authorization number the operator gives you and press <b><i>&lt;Enter&gt;</i></b>.</p>
<p class="Help-Steps" style="font-size: 10.0pt; font-family: 'Trebuchet MS';"><b class="hcp2">Failed address or card verification check:</b> The address or card verification code entered does not match the issuers records. Depending on your <a href="../mk:@MSITStore:C:/Program Files/Intuit/Point of Sale 9.0/Help/POS_Pro.chm::/qbpos_company_preferences/sysprefs03.htm">merchant service preferences</a>, you may be allowed to continue <b>or</b> the transaction may be automatically voided.</p>
<p class="Help-Steps">For more information, see <a href="../qbpos:/helppopup.10521">Address and Card Verification Results Guide.</a></p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Wait for the receipt to print, if configured to print automatically. Ask the customer to sign the merchant copy of the receipt.</p>
<p class="Help-Steps"><b class="hcp2"><span class="hcp3">Or</span></b></p>
<p class="Help-Steps">You are returned to the current sales receipt to save and print the receipt.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">In the current sales receipt, the payment is reflected against the appropriate field in the <b>Payments</b> area.</p>
</li>
</ol>
<p class="Help-Steps"><img src="../image/SimpleView/payment_methods.gif" alt="Simple View: Payment methods" title="Simple View: Payment methods" style="border: none; margin-left: 10px; margin-right: 10px; margin-top: 10px; margin-bottom: 10px;" width="250" height="174" border="0"></p>
<p class="Help-Steps">&#160;</p>
<p class="Help-Heading-2"><b class="hcp2">Note:</b></p>
<p class="Help-Bulleted"><a href="../qbpos:/helppopup.15044">Using the Ingenico eNcrypt 2100 or 3070 PIN pad?.</a></p>
<p class="Help-Info-Line">&#160;</p>
<p class="Help-Info-Line" style="font-size: 10.0pt; font-family: 'Trebuchet MS';"><b class="hcp2"><a name="Change_by_CCard" id="Change_by_CCard"></a>Change by Credit Card</b></p>
<p class="Help-Info-Line"><b class="hcp2">T</b>o give change by credit card:</p>
<ol start="1" class="hcp4">
<li class="p-Help-Steps">
<p class="Help-Steps">Click <b>Credit</b> in the <b>Change Due</b> dialog. The <b>Credit Card</b> dialog opens.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Swipe the customers credit card.</p>
<p class="Help-Steps"><span class="hcp3">Or</span></p>
<p class="Help-Steps">Click <b>Manual Entry.</b> Enter the credit card information, and click <b>Authorize</b>.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Point of Sale connects to the Merchant Service to obtain authorization.</p>
</li>
</ol>
<p class="Help-Text">If authorization is complete, the change due is credited to customers credit card. Else, request the customer to pay by another payment method.</p>
<p class="Help-Text">You return to the current sales receipt form to complete the remaining sales transaction.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Info-Line" style="font-size: 10.0pt; font-family: 'Trebuchet MS';"><b class="hcp2"><a name="Payment_by_Debit_Card" id="Payment_by_Debit_Card"></a>Payment by Debit Card:</b></p>
<ol start="1" class="hcp1">
<li class="p-Help-Steps">
<p class="Help-Steps">Click <b>Debit</b> in the <b>Payments</b> area. The <b>Debit Card Payment</b> dialog opens, with the total payable amount displayed in the <b>Enter amount</b> field<b>.</b></p>
<p class="Help-Steps"><img src="../image/SimpleView/debit_card_paymen_dlg.gif" alt="Simple View: Debit Card Payment dialog" title="Simple View: Debit Card Payment dialog" width="264" height="217" border="0" class="hcp7"></p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Verify the amount displayed in the <b>Enter amount</b> field. If required, enter a different amount the <b>Enter amount</b> field.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Click <b>OK</b>.&#160;&#160;The <b>Debit/ATM Card</b> dialog opens.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Swipe the customers debit card.</p>
<p class="Help-Steps"><span class="hcp3">Or</span></p>
<p class="Help-Steps">Click <b>Manual Entry.</b> Enter the debit card information, and then click <b>Authorize</b>.</p>
<p class="Help-Steps"><img src="../image/SimpleView/accept_debit_card_dlg.gif" alt="Simple View: Accept Debit Card dialog" title="Simple View: Accept Debit Card dialog" width="312" height="233" border="0" class="hcp8"></p>
</li>
</ol>
<ol start="5" class="hcp1">
<li class="p-Help-Steps">
<p class="Help-Steps">Ask the customer to enter debit card <b>PIN.</b> After the customer enters <b>PIN</b>, click <b>OK</b>.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Ask the customer to approve the displayed total transaction amount by clicking <b>OK</b>.</p>
<p class="Help-Steps">Point of Sale connects to the Merchant Service to obtain authorization.</p>
<p class="Help-Steps">If both of the following are true, Point of Sale will process the transaction and print the receipt without further action on your part. In this case, skip to Step 5.</p>
<ul class="hcp6">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">The transaction is authorized</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">You are configured to <a href="../mk:@MSITStore:C:/Program Files/Intuit/Point of Sale 9.0/Help/POS_Pro.chm::/qbpos_company_preferences/sysprefs03.htm">automatically save/print upon authorization</a></p>
</li>
</ul>
<p class="Help-Steps">If either of the above is not true, continue with the following step.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">You will see one of the following messages:</p>
</li>
</ol>
<p class="Help-Indent"><b class="hcp2"><span class="hcp3">Authorized:</span></b> <span class="hcp3">The debit has been approved. Select <b>OK</b> to close the card dialog.</span></p>
<p class="Help-Indent"><b class="hcp2"><span class="hcp3">Declined:</span></b> <span class="hcp3">The debit was not approved. Select <b>Cancel</b> to close the Debit window and return to the payment screen. Request the customer to pay by another payment method.</span></p>
<ol start="8" class="hcp1">
<li class="p-Help-Steps">
<p class="Help-Steps">Wait for the receipt to print, if configured to print automatically. Ask the customer to sign the merchant copy of the receipt.</p>
<p class="Help-Steps"><span class="hcp3">Or</span></p>
<p class="Help-Steps">You are returned to the current sales receipt to save and print the receipt.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">In the current sales receipt, the payment is reflected against the appropriate field in the <b>Payments</b> area.</p>
</li>
</ol>
<p class="Help-Steps">&#160;</p>
<p class="Help-Heading-2"><b class="hcp2">Note:</b></p>
<p class="Help-Bulleted"><a href="../qbpos:/helppopup.15044">Using the Ingenico eNcrypt 2100 or 3070 PIN pad?.</a></p>
&#160; <br>&#160;
<p class="Help-Info-Line" style="font-size: 10.0pt; font-family: 'Trebuchet MS';"><b class="hcp2"><a name="Payment_by_Gift_Card" id="Payment_by_Gift_Card"></a>Payment by Gift Card:</b></p>
<ol start="1" class="hcp4">
<li class="p-Help-Steps">
<p class="Help-Steps">Click <b>Gift Card</b> in the <b>Payments</b> area. The <b>Gift Card Payment</b> dialog opens, with the total payable amount displayed in the <b>Enter amount</b> field<b>.</b></p>
<p class="Help-Steps"><img src="../image/SimpleView/gift_card_payment_dlg.gif" alt="Simple View: Gift Card Payment dialog" title="Simple View: Gift Card Payment dialog" width="314" height="257" border="0" class="hcp7"></p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Verify the amount displayed in the <b>Enter amount</b> field. If required, enter a different amount the <b>Enter amount</b> field.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Click <b>OK</b>. The <b>Gift Card</b> dialog opens.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Swipe the customers gift card.</p>
<p class="Help-Steps">Or</p>
<p class="Help-Steps">Enter the gift card number manually, and click <b>Authorize</b>.</p>
<p class="Help-Steps"><img src="../image/SimpleView/accept_gift_card_dlg.gif" alt="Simple View: Gift Card Payment dialog" title="Simple View: Gift Card Payment dialog" width="323" height="207" border="0" class="hcp7"></p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Point of Sale connects to the Gift Card Service and checks the balance of the card and a confirmation message displayed:</p>
</li>
</ol>
<ul style="list-style: disc;">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">If the card balance is equal to or more than the amount due, the payment amount is deducted from the card balance and payment is complete.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp3">If the card balance is less than the amount due, the card balance is adjusted to zero and the authorized amount is auto-populated to the <b>Gift Card</b> field. Request the customer to pay the balance amount by another payment method.</span></p>
</li>
</ul>
<p class="Help-Text">You return to the current sales receipt form to complete the remaining sales transaction.</p>
<p class="Help-Info-Line" style="font-size: 10.0pt; font-family: 'Trebuchet MS';">&#160;</p>
<p class="Help-Info-Line" style="font-size: 10.0pt; font-family: 'Trebuchet MS';"><b class="hcp2"><a name="Change_by_Gift_Card" id="Change_by_Gift_Card"></a>Change by Gift Card</b></p>
<ol start="1" class="hcp1">
<li class="p-Help-Steps">
<p class="Help-Steps">Click <b>Gift Card</b> in the <b>Change Due</b> dialog. The <b>Gift Card</b> dialog opens.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Swipe the customers gift card.</p>
<p class="Help-Steps">Or</p>
</li>
</ol>
<p class="Help-Steps">&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;Enter the gift card number manually, and click <b>Authorize</b>.</p>
<ol start="3" class="hcp1">
<li class="p-Help-Steps">
<p class="Help-Steps">Point of Sale connects to the gift card service servers and credit the change amount to the customers gift card.</p>
</li>
</ol>
<p class="Help-Text">You return to the current sales receipt form to complete the remaining sales transaction.</p>
<p class="Help-Info-Line" style="font-size: 10.0pt; font-family: 'Trebuchet MS';">&#160;</p>
<p class="Help-Info-Line" style="font-size: 10.0pt; font-family: 'Trebuchet MS';"><b class="hcp2"><a name="Pay_by_GiftCert" id="Pay_by_GiftCert"></a>Payment by Gift Certificate:</b></p>
<ol start="1" class="hcp4">
<li class="p-Help-Steps">
<p class="Help-Steps">Click <b>Gift Cert.</b> in the <b>Payments</b> area. The <b>Gift Certificate Payment</b> dialog opens, with the total payable amount displayed in the <b>Enter amount</b> field<b>.</b></p>
</li>
<li class="p-Help-Steps" style="font-size: 10.0pt; font-family: 'Trebuchet MS';">
<p class="Help-Steps"><span class="hcp3">Verify the amount displayed in the <b>Enter amount</b> field. If required, enter a different amount the <b>Enter amount</b> field.</span></p>
<p class="Help-Steps"><img src="../image/SimpleView/gift_cert_payment_dlg.gif" alt="Simple View: Gift Certificate Payment dialog" title="Simple View: Gift Certificate Payment dialog" width="300" height="262" border="0" class="hcp8"></p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Enter the gift certificate number in <b>Enter gift certificate #</b> field.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Click <b>OK</b>. You return to the current sales receipt form to complete the sales transaction.</p>
</li>
</ol>
<p class="Help-Info-Line" style="font-size: 10.0pt; font-family: 'Trebuchet MS';">&#160;</p>
<p class="Help-Info-Line" style="font-size: 10.0pt; font-family: 'Trebuchet MS';"><b class="hcp2"><a name="Change_by_GiftCert" id="Change_by_GiftCert"></a>Change by Gift Certificate</b></p>
<ol start="1" class="hcp1">
<li class="p-Help-Steps">
<p class="Help-Steps">Click <b>Gift Cert</b> in the <b>Change Due</b> dialog. The <b>Gift Certificate Selling</b> dialog opens.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Verify the amount displayed in the <b>Enter amount</b> field. If required, enter a different amount the <b>Enter amount</b> field.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Click <b>OK</b>. You return to the current sales receipt form to complete the sales transaction.</p>
</li>
</ol>
<p class="Help-Steps">&#160;</p>
<p class="Help-Steps">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Steps"><a href="Returning_Items_in_Simple_View.htm">Returning Items in Simple View</a></p>
<p class="Help-Steps"><a href="Gift_Card_Returns_Simple_View.htm">Gift Card Returns</a></p>
<p class="Help-Steps"><a href="Credit_Card_Returns_in_Simple_View.htm">Credit Card Returns</a></p>
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<h1 style="font-size: 12pt;">Work with Simple View: How do I?</h1>
<p>&#160;</p>
<p class="Help-Text"><a href="Making_a_Sale_in_Simple_View.htm">Make a Sale</a></p>
<p class="Help-Text"><a href="Discounting_Sales_Prices_in_Simple_View.htm">Discount Prices</a></p>
<p class="Help-Text"><a href="Customers_in_Simple_View.htm">Track Customers</a></p>
<p class="Help-Text"><a href="Taking_Payments_Giving_Change_in_Simple_View.htm">Take Payments /Give Change</a></p>
<p class="Help-Text"><a href="Returning_Items_in_Simple_View.htm">Return Items</a></p>
<p class="Help-Text"><a href="Merchandise_Exchange_in_Simple_View.htm">Exchange Items</a></p>
<p class="Help-Text"><a href="Working_with_Touchscreen_Monitor_and_Virtual_Keyboard.htm">Use a Touchscreen or Virtual Keyboard</a></p>
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<p class="Help-Heading-1">Working with Touchscreen Monitor and Virtual Keyboard in Simple View</p>
<p class="Help-Main-Topic-Links"><a href="Introduction_to_Simple_View.htm">Introduction to Simple View</a> <span style="color: #c0c0c0;">|</span> <a href="Receipt_Elements_in_Simple_View.htm">Receipt Elements</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text" style="font-size: 10.0pt;"><b class="hcp1">Simple View</b> supports a touchscreen interface. You can interact with the Simple View either by using a regular keyboard and mouse, or from a touchscreen monitor.</p>
<p class="Help-Text">To use a touchscreen monitor with <b class="hcp1">Simple View</b>, you need to install necessary hardware and configure Point of Sale. Refer to <a href="../qbpos_workstation_preferences/wsprefs01.htm">Setting Up Hardware</a> for details.</p>
<p class="Help-Text">The touchscreen interface has a virtual keyboard that appears automatically when you select/focus on a Simple View receipt field requiring data-entry. The layout of the virtual keyboard is the same as a regular keyboard. You can enter data simply by tapping the keys displayed on the touchscreen monitor.</p>
<p class="Help-Text">Refer to the table below to for regular keyboard and mouse actions, and the equivalent touchscreen actions.</p>
<p class="Help-Text">&#160;</p>
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<p class="InlineNormal11" style="font-weight: bold;">Mouse / Keyboard Action</p>
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<p class="InlineNormal11" style="font-weight: bold;">Touchscreen Action</p>
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<p class="Help-Text" style="font-weight: bold;">Single click field / button / drop-down list</p>
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<p class="Help-Text">Tap field / button / drop-down list once</p>
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<p class="Help-Text" style="font-weight: bold;">Right Click field / button /drop-down list</p>
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<p class="Help-Text">Tap and hold field / button / drop-down list</p>
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<p class="Help-Text" style="font-weight: bold;">Press keys on the keyboard</p>
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<p class="Help-Text">Tap appropriate field on the touch screen to bring up a virtual keyboard on the touchscreen monitor.</p>
<p class="Help-Text">Tap any alphabet &#160;/ number / special character (@, #, and so on) on the virtual keyboard, to enter the alphabet &#160;/ number / special character in selected field.</p>
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<p class="Help-Text" style="font-weight: bold;">Entering numbers / special characters</p>
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<p class="Help-Text">The virtual keyboard has only alphabetic keypad visible by default.</p>
<p class="Help-Text">Tap <b>{.123</b> on the alphabetic keypad to open the numeric keypad to enter numbers and special characters.</p>
<p class="Help-Text">Tap <b>ABC</b> on the numeric keypad to return to the alphabetic keypad.</p>
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<p class="Help-Text">Tap and hold</p>
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<p class="Help-Text">&#160;</p>
<p class="Help-Note"><span style="font-weight: bold;">Note</span>: You can use regular keyboard-mouse combination interchangeably with the touchscreen monitor-virtual keyboard combination, except when the virtual keyboard is available for data-entry. You must close the virtual keyboard to be able to use regular keyboard and mouse for data-entry in Simple View.</p>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="Introduction_to_Simple_View.htm">Introduction to Simple View</a></p>
<p class="Help-Text"><a href="Receipt_Elements_in_Simple_View.htm">Receipt Elements in Simple View</a></p>
<p class="Help-Text"><a href="../qbpos_workstation_preferences/wsprefs01.htm">Setting Up Hardware</a></p>
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