This video discusses the transaction document Hold Feature in QuickBooks®Point of Sale.
Placing a document on hold temporarily sets it aside. With a document on hold you can carry out other activities, make another document of the same type, run reports, or even exit from Point of Sale. There is no time limit for how long a document can be left on hold.
If changes are made to your sales tax rates, item prices, a customer’s discount, etc. while a document is on hold, that document will not automatically reflect the new information when it is unheld. The unheld document retains the original information. If necessary, delete and re-list the item(s) and/or customer in order to reflect changes.
The document number field on held documents is temporarily changed to “Held”. A new document number is assigned when the document is taken off hold and completed.
If using the QuickBooks®POS Merchant or Gift Card Services, you cannot hold authorized credit card or gift card sales receipts. You will have to cancel/void the payment first. When canceling a credit card sales, the customer’s account is never charged. When canceling a gift card receipt, Point of Sale contacts the gift card service to update the card balance.
Once authorized, debit/ATM receipts cannot be held or canceled. This is because the cardholder’s account has already been debited for the sale amount.
In a multi-workstation environment, a held document can be accessed and un-held from any workstation on the network.
For more details on using transaction document hold features in QuickBooks®Point of Sale, please give RPPC, Inc. a call at 816.885.0487