Summary
Using the closed accounts screen in OfficeMate, you can easily search for and view any previous sale that has occurred in the POS.
Searching & Filtering your Closed Accounts
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.
Navigate to the Closed Accounts section as shown below.
The closed accounts screen can be filtered in order to show the desired account(s)
Search Filters Available
| Filter | Description |
| 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. |
| Order Source |
Show only closed accounts that originated from a particular online ordering source (e.g.: OrderMate Online)
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