Reprinting Transaction Reports
This topic covers reprinting reports for individual transactions from the Transactions tab in Material Orders. For information on printing the Customer Transaction Report, which lists details of all the customer’s transactions, see Printing the Customer Transaction Report
Follow these instructions to print the following reports for the following transaction types:
| Transaction Type | Report |
|---|---|
| Sales | Invoice |
| Payment (Payments made using the Make Payment feature only. For payments made during invoicing, reprint the Invoice for the associated Sales transaction.) |
Payment
|
| Return | Return/Refund |
| Miscellaneous | Miscellaneous Payment |
| Refund Customer Credit | Credit Refund |
| Void | Return/Void |
| Merch. Drop | Merchandise Drop |
| Collections | Collections |
| Sale Price Adjustment | Price Adjustment |
For transactions processed using Worldpay within the last 45 days, the credit card receipt opens for printing along with the report. For information on how to use Worldpay, see Processing Transactions Using Worldpay
- On the left side of the Demographics screen, click Material Orders.
- Click the Transactions tab.
- Locate the transaction in the list and click the Print icon.
The report opens in a new window.
If the report does not open, check to make sure your browser is set to allow pop-up windows. For instructions, see Enabling Pop-ups - Click Print to print the report.