Completing a Hold or Quote
When a customer is ready to complete a hold or quote, retrieve it and change the transaction type to Invoice, and then tender the sale like any other transaction.
To change a hold or quote into an invoice:
1 From the Sales Order Entry or Sales POS Register window, select Transaction > Retrieve Transaction > <Transaction type you want to retrieve> from the Entry window menu bar.
2 From the Lookup window that opens, choose the transaction you want to change to an invoice and complete.
3 With the transaction in the entry window, change the type to Invoice in the Transaction Type field. If this is a Hold transaction, the transaction type will already be set to Invoice.
Click thumbnail for larger view of image.
4 Make any edits to the invoice.
For example, if the customer decided to add or subtract items or change quantities, make the appropriate changes.
5 Tender the sale as you would any regular transaction.
If this is a pre-authorized transaction, select Post-Authorization in the Sales Transaction Closeout window to complete the transaction.
For more information on how to tender a sale, see Tendering a Sale.
Published date: 11/22/2021