The status of the receipt being viewed in the Cash Receipts tab is displayed within the Cash Receipt Status field. This field is read-only and cannot be directly adjusted by a user.
The status is initially set to “Open” when a receipt is created and set to “Posted” when transactions are generated through Payment Management. The only other status value that can be applied is that of “Voided,” which occurs when a receipt is cancelled by a user through the Void Receipt function.
Figure 2: Cash Receipt Status field
A cash receipt can have one of the following status values:
|
Status |
Description |
|
Open |
This is the initial value assigned to a new receipt. Cash receipts with a status of “Open” can be edited, have orders associated to them, and be moved to other batches. Important: If the receipt is in the process of being worked on in Payment Management, the status will remain open however the user will be unable to change the order association for a receipt; users can still update the Payment Type confirmation/check number/note field, Note field, and Customer Information. |
|
Posted |
Once a receipt has been processed and posting through Payment Management it will have a status of Posted. Posted receipts cannot be edited. |
|
Voided |
A receipt that has been cancelled by a user through the Void Receipt function will have a status of Voided. Voided receipts cannot be processed or edited. |