In a situation where a customer may have forgotten their wallet, or need to purchase an additional item before checking out, a transaction may need to be suspended until the customer is ready to proceed. Suspending gives us an opportunity to save and recall a transaction when ready, while continuing to serve other customers.
Transactions can only be suspended for the day. Any suspended transactions that are not processed will clear at the end of the day.
In this example, our customer came in to purchase a drill, but after we began the transaction they remembered that they also needed light bulbs, so we suspended the transaction. Click on SUSPENDED to recall the transaction.
A list of transactions from the current day is displayed with the most recently suspended transaction at the top. If a customers profile was attached to the suspended transaction, their name will be displayed under the Customer Name column.
You are able to highlight a document to select it, and select PREVIEW to see the details and ensure that the transaction you are selecting is the correct one, if you are uncertain.
Click CLOSE to return to the Suspended transaction list.
Ensure that the transaction is still highlighted. Click on RETRIEVE SUSPENDED TRANSACTION.
Continue with the transaction as usual, or select TOTAL to process the payment and finish the transaction.
For our example, we will add the lightbulbs to this sale.
Clicking on the TOTAL button will take us to the payment options screen.
We are now able to select our payment type. For this example, our customer will pay with cash. Select CASH from the payment options.
Since the customer in our example is paying with exact change, we'll click OK.
A pop-up window will ask if the customer would like the receipt to be emailed to them, if this feature is enabled in your store. Selecting YES will email the receipt to them. For this example, we will click NO. Selecting Yes will prompt for the customer's email address, and email the receipt to them. The customer copy of the receipt will be emailed, and a store copy will print.
Since we've selected NO, both the customer copy and the store copy of the receipt will print.
Our sale is now complete, and we're ready to help the next customer.
