Transactions

The section Working with Transactions covers transactions in depth, so this section will just cover the basics of how transactions can be entered for reservations.

Any time a function is performed on a reservation that might result in additional charges or payments, the Transaction Dialog will be used to enter new transactions.  It also shows previous transactions for review or editing.  In addition to managing transactions, you can set the Paid-Through date and even change the reservation dates directly from this dialog.  If necessary, you can use the Reservation Details button to view or edit any reservation or customer details.

The other function of this dialog is to print or E-mail a receipt (or other forms such as confirmations, Window Tags, etc).  You can print a receipt with all transactions, or just the new ones added since you opened this dialog.

You can bring up the Transactions dialog at any time from Transactions the right-click menu of tab views, or from New / Edit Transactions… on the Reservation Details dialog.  You can also select Transactions / Add New Transactions on the main menu or use the cash register toolbar icon, but this is much more difficult because it will open the generic transaction dialog, from which you'll need to Find Reservation first, then Enter New Transactions for the above Reservation.