The Purchase History section shows all transactions conducted using the house account. Moreover, you have the convenience of settling any outstanding payments directly from this section.
Total Transactions, Amounts and Items #
At the top of the purchase history section, you’ll find totals for transactions, amounts, and items.
Search Transaction #
Use the search section to find a specific transaction by entering its POS order ID.
Settle #
To settle a transaction, select it and tap the settle button.
Different Payment Options #
If the customer’s wallet balance is insufficient, different payment options will be displayed.
Success Settlement #
If there’s enough balance, a success message will appear.
Customer Settlement Filter #
Click the filter button to search specific customer transactions.
View All Transactions #
Choose “All” to view all transactions.
View Settled or Unsettled Transactions #
Select “Settle” for settled transactions or “Un-settle” for unsettled ones.
Date and price range #
Set date and price range filters as needed.
Clear Button #
Clear options with the clear button.
Apply Button #
Click apply to view filtered results.
Access transaction receipts #
Access transaction receipts by clicking the document button.
View Customer Invoice #
View Customer Invoice by tapping the eye button, providing detailed information and options to save or print the invoice.
Note: RetailzPOS is a cloud-based system so anytime an invoice is submitted and a purchase is made to the distributors you will have the full history of it all. View purchases through customers and get more insights on what they purchase in your business.
