See Item/Service

To view the details of a sale or service:

 

1.  From the Activity tab of the Customer Edit window, select the sale to be viewed.

2.  Select See Item/Service.  The transaction record will appear. 

3.  Depending on the status of the item or service, you may be able to make changes.  For sales, you can void the sale or change the Why In? value. For services, you can work with the service as you would at point of sale.  However, we recommend reversing a sale rather than voiding it.  If the activity is a postcard, editing the record will return the postcard record.