Adding Transactions

There are basically two ways to enter transactions -- either through the Transactions Dialog used for normal charge/payment transactions (for reservations, customers, and unbound transactions), or through separate transaction entry dialogs for Expense and Misc. Income transactions.  Note that only operators with Manager access or above can enter Expense or Misc. Income transactions.  Any operator with Clerk access or higher may enter other transactions.

This chapter goes into detail for all of the Transaction-related functions.  For the basics of how to get started entering transactions for your customer's reservations, refer to the Transactions topic in the Working with Reservations chapter.

Topics:

How Transactions Work

Reservation vs. Customer Transactions

Transaction Types

Recommended Transaction and Reporting Procedures

The Transactions Dialog

Using the Transactions Dialog

Selecting Rates

Auto-Rates

Entering Individual Transactions

Charge, Discount and Credit Transactions

Tax Transactions

Payment and Deposit Transactions

Refund Transactions

Payment and Deposit Transfer Transactions

Grid-Entry Method

Printing Receipts

Receipt Types

E-mailing Receipts

Texting Receipts

Back-dating Transactions

Security/Key Deposits

Bounced Check Handling

Reservation Transactions

Customer Transactions

Unbound Transactions

Transaction History Dialog

Misc. Income and Expense Transactions

Electric Meters

Monthly Billing

Find Receipt

Reports (Transactions tab view)