Tutorial – Processing Pending Transactions

There may be times when an internet connection is not available or you wish hold on to card or check information while the customer is running a tab. Thus, you can save a transaction and process it at a later date. If all the required information is not yet entered for a pending transaction, it can be edited.

For entering an amount on a running a tab:

1.

Click on the pending transaction from the list to select it.

2.

Click on the Edit button to open the Card Sales or Check Sales screen.

3.

Enter the amount (and any other information you may require).

4.

Click the Process button.

For processing a completed, but pending transaction:

1.

Click on the pending transaction from the list to select it.

2.

Click on the Process button.
Alternatively, right click on the pending transaction and choose Process Selected Item… from the popup menu.