This article will explain:
- What a closed account is
- How you can access your closed accounts
- How to filter your closed accounts to find specific closed accounts
What is a closed account?
A closed account is any previous closed, completed sale that has occurred in the POS.
Step 1- Accessing your Closed Accounts
1. Log into OfficeMate using your own username and password.
Note that in order to view closed accounts, you will need to be granted a high enough permission level by your administrator.
2. Navigate to the Closed Accounts section as shown below.
Step 2 - Filtering Your Closed Accounts
The closed accounts screen can be filtered in order to show the desired account(s) using the below filters.
|Start & End Date||Set the date range in which you would like to see closed accounts.|
|Receipt #||If you are looking for one specific closed account, you can enter the receipt (account) number.|
|Shift||Show only closed accounts created within a specific shift.|
|Finance Unit||Show only closed accounts that have been paid off with specific finance units (also known as payment types).|
|Account Type||Show only closed accounts of a specific type (for example: Table, Takeaway, Phone, Online)|
|$Total||Show only closed accounts that's total falls within the set range.|
|Customer||Show only closed accounts for a specific customer.|
|Terminals||Show only closed accounts that were created on a specific terminal.|
|Printed||Show only closed accounts based on whether or not the receipt was printed.|
Show only closed accounts that originated from a particular online ordering source (e.g. OrderMate Online)